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
$207M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.61M
3
+$2.12M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.97M
5
FCUS icon
Pinnacle Focused Opportunities ETF
FCUS
+$1.47M

Top Sells

1
+$3.89M
2
+$2.59M
3
+$1.88M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.75M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.71M

Sector Composition

1 Technology 6.77%
2 Consumer Discretionary 5.85%
3 Energy 0.68%
4 Financials 0.43%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.22%
8,260
+379
77
$444K 0.22%
7,360
+55
78
$443K 0.21%
1,796
79
$443K 0.21%
4,235
+890
80
$417K 0.2%
15,924
+1,952
81
$407K 0.2%
11,919
+99
82
$367K 0.18%
+4,290
83
$358K 0.17%
+4,555
84
$355K 0.17%
1,863
-77
85
$354K 0.17%
9,215
+738
86
$353K 0.17%
6,529
+19
87
$348K 0.17%
1,370
-863
88
$329K 0.16%
781
+50
89
$326K 0.16%
1,125
90
$316K 0.15%
3,152
+225
91
$303K 0.15%
841
-104
92
$295K 0.14%
11,623
+181
93
$294K 0.14%
4,631
+143
94
$289K 0.14%
+5,801
95
$276K 0.13%
1,731
-256
96
$265K 0.13%
3,650
-900
97
$260K 0.13%
+4,990
98
$243K 0.12%
+1,275
99
$242K 0.12%
1,681
100
$239K 0.12%
3,638
+194
2 3
4
5 6