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

Top Buys

1
+$3.84M
2
+$3.75M
3
+$3.75M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.65M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.97M

Top Sells

1
+$4.96M
2
+$4.55M
3
+$4.18M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.81M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M

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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