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
$188M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$4.25M
3
+$2.93M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.54M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.53M

Top Sells

1
+$4.22M
2
+$3.99M
3
+$3.95M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.08M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.78M

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
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-8,896
102
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104
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105
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-12,482
106
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-955
107
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-3,019
108
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109
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110
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-2,743
111
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112
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-85,635
113
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-11,197
114
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-5,487
115
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-4,400
1 2 3 4
5