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
$207M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.61M
3
+$2.12M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.97M
5
FCUS icon
Pinnacle Focused Opportunities ETF
FCUS
+$1.47M

Top Sells

1
+$3.89M
2
+$2.59M
3
+$1.88M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.75M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.71M

Sector Composition

1 Technology 6.77%
2 Consumer Discretionary 5.85%
3 Energy 0.68%
4 Financials 0.43%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-34,410
127
– –
-31,950
128
– –
-2,472
129
– –
-34,846
130
– –
-4,194
131
– –
-4,642
132
– –
-1,920
133
– –
-2,934
2 3 4 5
6