PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$227M
1-Year Est. Return
20.85%
This Fund
S&P 500
1 Year Est. Return
+20.85%
AUM
$227M
AUM Growth
-$1.99M
(-0.87%)
Holding
152
Top Buys
| 1 | +$1.73M | |
| 2 | +$1.51M | |
| 3 | +$1.31M | |
| 4 |
First Trust Active Factor Large Cap ETF
AFLG
|
+$1.3M |
| 5 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.28M |
Top Sells
| 1 | +$5.42M | |
| 2 | +$3.93M | |
| 3 | +$3.22M | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$2.87M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.9M |
Sector Composition
| 1 | Technology | 7.5% |
| 2 | Consumer Discretionary | 6.5% |
| 3 | Energy | 0.91% |
| 4 | Financials | 0.77% |
| 5 | Real Estate | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Strategy Inc
MSTR
$46.6B
| – | – |
-685
|
|
||
152
Invesco S&P 500 Low Volatility ETF
SPLV
$8.18B
| – | – |
-15,788
|
|