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
$188M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.25M
3
+$2.93M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.54M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.53M

Top Sells

1
+$4.22M
2
+$3.99M
3
+$3.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M

Sector Composition

1 Consumer Discretionary 5.86%
2 Technology 5.5%
3 Energy 0.85%
4 Financials 0.33%
5 Real Estate 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$307K 0.16%
8,478
+1,524
77
$302K 0.16%
4,487
+5
78
$292K 0.16%
1,125
79
$286K 0.15%
1,751
+11
80
$284K 0.15%
1,865
-100
81
$278K 0.15%
5,483
-820
82
$261K 0.14%
620
-73
83
$252K 0.13%
13,446
+937
84
$252K 0.13%
10,175
+302
85
$251K 0.13%
+2,006
86
$250K 0.13%
+4,682
87
$248K 0.13%
2,625
+290
88
$247K 0.13%
6,334
+24
89
$242K 0.13%
5,152
-158
90
$238K 0.13%
1,614
-1,990
91
$234K 0.12%
+1,224
92
$216K 0.12%
+4,870
93
$209K 0.11%
4,042
-893
94
$208K 0.11%
+6,454
95
$207K 0.11%
9,072
+17
96
$207K 0.11%
+2,289
97
$206K 0.11%
+5,485
98
$202K 0.11%
+3,161
99
$201K 0.11%
+2,509
100
$199K 0.11%
10,427
-654
1 2 3
4
5