Pinnacle Family Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.94M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.92M |
| 3 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$1.66M |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$1.55M |
| 5 |
NVIDIA
NVDA
|
+$1.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$2.61M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$2.25M |
| 3 |
iShares US Technology ETF
IYW
|
+$1.91M |
| 4 |
iShares US Consumer Staples ETF
IYK
|
+$1.61M |
| 5 |
ProShares Short S&P500
SH
|
+$1.61M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.54% |
| 2 | Consumer Discretionary | 13.26% |
| 3 | Communication Services | 3.73% |
| 4 | Healthcare | 3.62% |
| 5 | Financials | 2.83% |
Similar funds
Pinnacle Family Advisors's Q2 2020 Portfolio in Review
As of Q2 2020, Pinnacle Family Advisors held 96 positions worth $115M, up 38% from $83.2M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Pinnacle Family Advisors deployed $12.9M of net new capital in Q2 2020, opening 39 new positions and adding to 17 existing holdings. Its largest new stake was iShares Core US Aggregate Bond ETF: 76,380 shares worth $9.03M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 8.6% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was iShares S&P 100 ETF, an estimated $2.25M trimmed.
- Pinnacle Family Advisors's largest Q2 2020 buy was iShares Core US Aggregate Bond ETF: 76,380 shares worth $9.03M.
- Pinnacle Family Advisors added most to State Street SPDR S&P 500 ETF Trust in Q2 2020, an estimated $3.92M increase.
- Pinnacle Family Advisors's biggest Q2 2020 reduction was iShares S&P 100 ETF, cutting an estimated $2.25M.
- Pinnacle Family Advisors fully exited iShares S&P 500 Value ETF in Q2 2020, selling an estimated $2.61M.
- Pinnacle Family Advisors's ten largest holdings make up 59% of its $115M portfolio in Q2 2020.
- Pinnacle Family Advisors opened 39 new positions and closed 20 in Q2 2020.
- Pinnacle Family Advisors's portfolio value rose 38% quarter-over-quarter to $115M.
Based on Pinnacle Family Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.