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
$164M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$5.26M
3
+$4.14M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$3.35M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.16M

Top Sells

1
+$8.66M
2
+$5.24M
3
+$3.97M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$3.68M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.18M

Sector Composition

1 Technology 12.2%
2 Consumer Discretionary 10.55%
3 Energy 0.68%
4 Healthcare 0.64%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-73,206
102
– –
-6,697
103
– –
-9,456
104
– –
-14,026
105
– –
-565
106
– –
-3,990
107
– –
-23,987
108
– –
-27,410
109
– –
-12,785
110
– –
-6,205
1 2 3 4
5