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
$170M
AUM Growth
-$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$16.4M
2 +$10.4M
3 +$7.86M
4
TSLA icon
Tesla
TSLA
+$4.29M
5
IJH icon
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 Change
in Stake
Capital Flow
101
-5,430