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

Top Buys

1
+$3.39M
2
+$3.13M
3
+$3.03M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$2.99M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.03M

Top Sells

1
+$6.75M
2
+$5.65M
3
+$3.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.08M

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
– –
-3,230
130
– –
-17,135
2 3 4 5
6