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
$193M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$3.93M
3
+$3.48M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.35M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.32M

Top Sells

1
+$8.49M
2
+$4.59M
3
+$3.39M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.13M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.03M

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 6.17%
3 Energy 0.81%
4 Healthcare 0.47%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.23%
7,594
+141
77
$452K 0.23%
+2,934
78
$447K 0.23%
4,642
-2,675
79
$444K 0.23%
11,820
-28
80
$439K 0.23%
5,434
+804
81
$434K 0.22%
9,082
+702
82
$433K 0.22%
1,920
+569
83
$425K 0.22%
10,126
-12,729
84
$417K 0.22%
+3,345
85
$413K 0.21%
7,305
-1,655
86
$413K 0.21%
+7,270
87
$413K 0.21%
+5,281
88
$409K 0.21%
+6,899
89
$396K 0.21%
3,015
+37
90
$393K 0.2%
13,972
+1,849
91
$385K 0.2%
3,439
+24
92
$350K 0.18%
8,477
+19
93
$341K 0.18%
945
-227
94
$324K 0.17%
1,940
+75
95
$321K 0.17%
4,550
+50
96
$319K 0.17%
4,488
+27
97
$318K 0.17%
1,125
-11
98
$315K 0.16%
731
+115
99
$314K 0.16%
11,442
-160
100
$308K 0.16%
5,355
-1,599
2 3
4
5 6