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
$191M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.47M
3
+$9.41M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.18M

Top Sells

1
+$6.36M
2
+$4.15M
3
+$2.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.22M
5
QCOM icon
Qualcomm
QCOM
+$2.13M

Sector Composition

1 Consumer Discretionary 16.31%
2 Technology 8.66%
3 Financials 4.65%
4 Communication Services 2.16%
5 Materials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.2%
2,058
-2,733
77
$376K 0.2%
3,142
+661
78
$374K 0.2%
3,721
+368
79
$373K 0.2%
+6,689
80
$372K 0.2%
2,261
-175
81
$364K 0.19%
7,692
+1,440
82
$360K 0.19%
+6,750
83
$347K 0.18%
4,336
+169
84
$342K 0.18%
2,723
-4,435
85
$335K 0.18%
1,666
86
$328K 0.17%
1,249
+86
87
$327K 0.17%
+717
88
$318K 0.17%
2,306
+400
89
$315K 0.17%
3,073
+262
90
$309K 0.16%
6,670
91
$309K 0.16%
23,120
-14,960
92
$302K 0.16%
7,423
+1,557
93
$292K 0.15%
4,515
94
$289K 0.15%
1,702
-418
95
$284K 0.15%
3,056
96
$283K 0.15%
+6,345
97
$272K 0.14%
+1,440
98
$271K 0.14%
+2,955
99
$269K 0.14%
2,150
100
$267K 0.14%
10,978
-1,922
2 3
4
5 6