PFA

Pinnacle Family Advisors Portfolio holdings

AUM $229M
1-Year Est. Return 22.32%
This Quarter Est. Return
1 Year Est. Return
+22.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$1.85M
3
+$1.67M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.52M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.28M

Top Sells

1
+$3.9M
2
+$3.65M
3
+$3.09M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.07M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.56M

Sector Composition

1 Consumer Discretionary 7.52%
2 Technology 5.86%
3 Energy 1.07%
4 Financials 0.53%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$446K 0.24%
+7,375
77
$431K 0.23%
7,546
-344
78
$428K 0.23%
+6,797
79
$423K 0.23%
16,760
+836
80
$420K 0.23%
4,480
-533
81
$416K 0.23%
4,160
-1,520
82
$415K 0.23%
1,780
-16
83
$405K 0.22%
+4,549
84
$391K 0.21%
6,548
+19
85
$359K 0.2%
9,112
-103
86
$337K 0.18%
4,801
+170
87
$317K 0.17%
853
+12
88
$311K 0.17%
12,025
+402
89
$310K 0.17%
3,125
-27
90
$290K 0.16%
2,063
+332
91
$285K 0.15%
1,765
+621
92
$275K 0.15%
5,252
+262
93
$275K 0.15%
1,000
-125
94
$271K 0.15%
1,732
-131
95
$250K 0.14%
+5,371
96
$247K 0.13%
6,049
+178
97
$241K 0.13%
970
-19
98
$235K 0.13%
3,667
+29
99
$232K 0.13%
661
-1
100
$230K 0.13%
+4,269
2 3
4
5 6