We are live on ! Find out more
PFA

Pinnacle Family Advisors Portfolio holdings

AUM $213M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.04M
3
+$2.79M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.49M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.46M

Top Sells

1
+$4.22M
2
+$3.99M
3
+$3.83M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M

Sector Composition

1 Consumer Discretionary 5.86%
2 Technology 5.5%
3 Energy 0.85%
4 Financials 0.33%
5 Real Estate 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,400
102
– –
-8,896
103
– –
-10,315
104
– –
-5,075
105
– –
-56,158
106
– –
-12,482
107
– –
-955
108
– –
-3,019
109
– –
-5,284
110
– –
-5,145
111
– –
-2,743
112
– –
-5,549
113
– –
-85,635
114
– –
-22,394
115
– –
-10,974
1 2 3 4
5