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
$191M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$9.47M
3
+$9.41M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.2M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.18M

Top Sells

1
+$6.36M
2
+$4.15M
3
+$2.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.22M
5
QCOM icon
Qualcomm
QCOM
+$2.13M

Sector Composition

1 Consumer Discretionary 16.31%
2 Technology 8.66%
3 Financials 4.65%
4 Communication Services 2.16%
5 Materials 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,861
152
– –
-23,384
153
– –
-1,632
154
– –
-8,146
155
– –
-2,035
156
– –
-82,354
3 4 5 6
7