PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
+7.62%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+20%)
Cap. Flow
+$29.3M
Cap. Flow
% of AUM
12.79%
Top 10 Holdings %
Top 10 Hldgs %
48.35%
Holding
150
New
31
Increased
56
Reduced
34
Closed
21
Top Buys
| 1 |
iShares US Basic Materials ETF
IYM
|
$5.48M |
| 2 |
MRO
Marathon Oil Corporation
MRO
|
$3.14M |
| 3 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$3.07M |
| 4 |
Devon Energy
DVN
|
$3.04M |
| 5 |
Capital One
COF
|
$2.94M |
Top Sells
| 1 |
Invesco
IVZ
|
$2.99M |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$2.82M |
| 3 |
Ford
F
|
$2.76M |
| 4 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
$2.01M |
| 5 |
Tesla
TSLA
|
$1.96M |
Sector Composition
| 1 | Consumer Discretionary | 13.95% |
| 2 | Technology | 8.45% |
| 3 | Energy | 3.18% |
| 4 | Financials | 2.87% |
| 5 | Materials | 2.68% |
