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
$193M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.78M
3
+$3.33M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.2M
5
IYZ icon
iShares US Telecommunications ETF
IYZ
+$3.17M

Top Sells

1
+$8.18M
2
+$4.45M
3
+$3.39M
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.13M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.03M

Sector Composition

1 Technology 6.45%
2 Consumer Discretionary 6.17%
3 Energy 0.81%
4 Healthcare 0.47%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-940
127
– –
-22,989
128
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-3,073
129
– –
-13,016
130
– –
-4,780
131
– –
-9,446
132
– –
-6,793
133
– –
-26,221
2 3 4 5
6