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PFA

Pinnacle Family Advisors Portfolio holdings

AUM $213M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
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
+$3.43M
2
+$1.73M
3
+$1.71M
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$1.67M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.04M

Top Sells

1
+$4.03M
2
+$2.09M
3
+$2.07M
4
IDU icon
iShares US Utilities ETF
IDU
+$2.05M
5
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$1.94M

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
76
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77
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-5,930
78
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-3,255
79
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-5,606
80
– –
-12,558
81
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-25,180
82
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-6,973
83
– –
-35,720
84
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-3,375
85
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-6,257
86
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-3,100
87
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-7,680
88
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-21,735
1 2 3
4