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
$122M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.96M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.07M
5
IBM icon
IBM
IBM
+$795K

Top Sells

1
+$7.81M
2
+$4.04M
3
+$3.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.15M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.8M

Sector Composition

1 Technology 14.43%
2 Consumer Discretionary 13.59%
3 Financials 1.82%
4 Energy 1.56%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.22%
6,612
-75
77
$262K 0.21%
9,382
+1,490
78
$254K 0.21%
+1,301
79
$232K 0.19%
9,406
-335
80
$221K 0.18%
7,802
81
$220K 0.18%
9,506
+152
82
$220K 0.18%
6,339
-6,619
83
$212K 0.17%
2,533
+146
84
$207K 0.17%
+877
85
$203K 0.17%
+2,472
86
– –
-7,310
87
– –
-15,806
88
– –
-3,509
89
– –
-1,742
90
– –
-34,858
91
– –
-5,450
92
– –
-8,240
93
– –
-4,800
94
– –
-8,146
95
– –
-9,955
96
– –
-14,109
97
– –
-3,856
98
– –
-6,920
99
– –
-3,044
100
– –
-5,186
1 2 3
4
5