PFA

Pinnacle Family Advisors Portfolio holdings

AUM $206M
1-Year Est. Return 17.51%
This Quarter Est. Return
1 Year Est. Return
+17.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.01M
3
+$2.98M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$2.92M
5
PYPL icon
PayPal
PYPL
+$2.28M

Top Sells

1
+$8.42M
2
+$1.73M
3
+$1.65M
4
NEM icon
Newmont
NEM
+$1.34M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.27M

Sector Composition

1 Consumer Discretionary 17.16%
2 Technology 16.02%
3 Financials 2.79%
4 Healthcare 2.26%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K 0.14%
+502
77
$204K 0.14%
3,766
-343
78
$202K 0.14%
743
-4,416
79
$201K 0.14%
1,442
80
– –
-1,580
81
– –
-796
82
– –
-5,377
83
– –
-45,640
84
– –
-9,625
85
– –
-6,006
86
– –
-1,060
87
– –
-2,504
88
– –
-526
89
– –
-1,769
90
– –
-1,006
91
– –
-6,200
92
– –
-5,726
93
– –
-1,275
1 2 3
4