PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
+4.16%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+21%)
Cap. Flow
+$27.4M
Cap. Flow
% of AUM
19.55%
Top 10 Holdings %
Top 10 Hldgs %
56.06%
Holding
97
New
19
Increased
31
Reduced
40
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$10.1M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$6.34M |
| 3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$4.45M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$4M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$3.44M |
Top Sells
Sector Composition
| 1 | Technology | 12% |
| 2 | Consumer Discretionary | 9.67% |
| 3 | Energy | 1.28% |
| 4 | Healthcare | 0.94% |
| 5 | Financials | 0.46% |
