PFA

Pinnacle Family Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$2.47M
3
+$2.33M
4
ALGN icon
Align Technology
ALGN
+$2.11M
5
FDX icon
FedEx
FDX
+$1.97M

Top Sells

1
+$8.59M
2
+$5.26M
3
+$4.97M
4
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$4.81M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$4.81M

Sector Composition

1 Consumer Discretionary 20.44%
2 Technology 14.5%
3 Industrials 3.45%
4 Healthcare 3.1%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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