PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
1-Year Est. Return
17.51%
1 Year Est. Return
+17.51%
AUM
$184M
AUM Growth
-$22.7M
(-11%)
Holding
131
Top Buys
| 1 | +$3.08M | |
| 2 | +$1.85M | |
| 3 | +$1.67M | |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$1.52M |
| 5 |
O'Reilly Automotive
ORLY
|
+$1.28M |
Top Sells
| 1 | +$3.9M | |
| 2 | +$3.65M | |
| 3 | +$3.09M | |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$3.07M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.56M |
Sector Composition
| 1 | Consumer Discretionary | 7.52% |
| 2 | Technology | 5.86% |
| 3 | Energy | 1.07% |
| 4 | Financials | 0.53% |
| 5 | Consumer Staples | 0.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SPDR S&P Homebuilders ETF
XHB
$1.77B
| – | – |
-4,235
|
|
||
127
Energy Select Sector SPDR Fund
XLE
$26.4B
| – | – |
-4,290
|
|
||
128
Industrial Select Sector SPDR Fund
XLI
$23.9B
| – | – |
-5,544
|
|
||
129
Real Estate Select Sector SPDR Fund
XLRE
$7.58B
| – | – |
-17,815
|
|
||
130
SPDR S&P Retail ETF
XRT
$597M
| – | – |
-2,757
|
|
||
|
TESL
131
Simplify Volt TSLA Revolution ETF
TESL
$42.4M
| – | – |
-25,125
|
|