PFA

Pinnacle Family Advisors Portfolio holdings

AUM $229M
1-Year Est. Return 22.32%
This Quarter Est. Return
1 Year Est. Return
+22.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$1.8M
3
+$1.78M
4
FXR icon
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
+$1.77M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.09M

Top Sells

1
+$4M
2
+$2.18M
3
+$2.16M
4
IDU icon
iShares US Utilities ETF
IDU
+$2.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.03M

Sector Composition

1 Consumer Discretionary 7.8%
2 Technology 6%
3 Financials 2.13%
4 Communication Services 2.09%
5 Industrials 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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85
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86
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87
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-7,680
88
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-21,735
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4