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
$83.2M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.33M
3
+$3.31M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.24M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$1.61M

Top Sells

1
+$4.96M
2
+$4.55M
3
+$3.55M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.38M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.97M

Sector Composition

1 Consumer Discretionary 12.17%
2 Technology 8.57%
3 Communication Services 3.58%
4 Financials 2.54%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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