PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
1-Year Est. Return
17.51%
1 Year Est. Return
+17.51%
AUM
$206M
AUM Growth
+$21.8M
(+12%)
Holding
134
Top Buys
| 1 | +$8.62M | |
| 2 | +$3.82M | |
| 3 | +$2.93M | |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$2.82M |
| 5 |
SPDR Gold Trust
GLD
|
+$2.3M |
Top Sells
| 1 | +$3.57M | |
| 2 | +$3.42M | |
| 3 | +$3.04M | |
| 4 |
iShares US Telecommunications ETF
IYZ
|
+$3.04M |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
+$2.9M |
Sector Composition
| 1 | Consumer Discretionary | 6.91% |
| 2 | Technology | 6.71% |
| 3 | Energy | 0.91% |
| 4 | Financials | 0.52% |
| 5 | Communication Services | 0.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
FS KKR Capital
FSK
$4.3B
| – | – |
-9,807
|
|
||
127
iShares Biotechnology ETF
IBB
$6.31B
| – | – |
-23,806
|
|
||
|
128
iShares Select U.S. REIT ETF
ICF
$1.92B
| – | – |
-47,188
|
|
||
129
iShares US Aerospace & Defense ETF
ITA
$11.9B
| – | – |
-5,757
|
|
||
|
130
iShares US Telecommunications ETF
IYZ
$650M
| – | – |
-110,993
|
|
||
131
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.51B
| – | – |
-11,199
|
|
||
132
VanEck Semiconductor ETF
SMH
$36.9B
| – | – |
-2,304
|
|
||
|
TBIL
133
US Treasury 3 Month Bill ETF
TBIL
$5.96B
| – | – |
-4,361
|
|
||
134
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.7B
| – | – |
-6,835
|
|