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
$184M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.87M
3
+$1.66M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.57M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.17M

Top Sells

1
+$4.1M
2
+$3.83M
3
+$3.35M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$3.07M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.78M

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
– –
-4,235
127
– –
-8,580
128
– –
-5,544
129
– –
-17,815
130
– –
-2,757
131
– –
-25,125
2 3 4 5
6