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
$122M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.96M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.07M
5
IBM icon
IBM
IBM
+$795K

Top Sells

1
+$7.81M
2
+$4.04M
3
+$3.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.15M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.8M

Sector Composition

1 Technology 14.43%
2 Consumer Discretionary 13.59%
3 Financials 1.82%
4 Energy 1.56%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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