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
$224M
AUM Growth
-$5.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$10.5M
3
+$10.5M
4
IYR icon
iShares US Real Estate ETF
IYR
+$8.73M
5
FRI icon
First Trust S&P REIT Index Fund
FRI
+$3.38M

Top Sells

1
+$11.4M
2
+$11.1M
3
+$9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.99M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$5.48M

Sector Composition

1 Consumer Discretionary 12.16%
2 Technology 11.77%
3 Financials 3.11%
4 Materials 2.63%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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