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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
$181M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$3.02M
3
+$2.96M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$2.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.95M

Top Sells

1
+$6.75M
2
+$5.65M
3
+$3.78M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.15M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.96M

Sector Composition

1 Technology 6.85%
2 Consumer Discretionary 5.74%
3 Energy 0.87%
4 Communication Services 0.41%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,831
127
– –
-16,398
128
– –
-1,614
129
– –
-6,460
130
– –
-17,135
2 3 4 5
6