PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
+11%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$170M
AUM Growth
+$170M
(-2.5%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-13.43%
Top 10 Holdings %
Top 10 Hldgs %
54.02%
Holding
101
New
13
Increased
37
Reduced
40
Closed
8
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$16.4M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.4M |
| 3 |
Amazon
AMZN
|
$7.86M |
| 4 |
Tesla
TSLA
|
$4.29M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.47M |
Sector Composition
| 1 | Consumer Discretionary | 5.57% |
| 2 | Technology | 4.64% |
| 3 | Energy | 0.91% |
| 4 | Financials | 0.34% |
| 5 | Industrials | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
The Communication Services Select Sector SPDR Fund
XLC
$25.3B
| – | – |
-5,430
| Closed | -$356K |
|