PFA

Pinnacle Family Advisors Portfolio holdings

AUM $206M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.25M
3
+$3.19M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.01M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.98M

Top Sells

1
+$7.76M
2
+$6.99M
3
+$2.68M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.84M

Sector Composition

1 Consumer Discretionary 6.42%
2 Communication Services 3.49%
3 Technology 3.42%
4 Financials 1.32%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.18%
3,481
77
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-71,189
78
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-6,700
79
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-12,385
80
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-1,450
81
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-4,325
82
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-2,435
83
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-17,305
84
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85
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-4,844
86
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-12,565
87
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-16,618
88
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-24,250
89
– –
-1,920
1 2 3
4