PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
+2.74%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(-1.1%)
Cap. Flow
-$5.57M
Cap. Flow
% of AUM
-3.45%
Top 10 Holdings %
Top 10 Hldgs %
68.59%
Holding
75
New
17
Increased
27
Reduced
15
Closed
16
Top Buys
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$14.2M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.15M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$8.25M |
| 4 |
ProShares Short S&P500
SH
|
$6.71M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$4.88M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$14.4M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$14.1M |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$5.87M |
| 4 |
iShares US Industrials ETF
IYJ
|
$5.61M |
| 5 |
iShares US Consumer Discretionary ETF
IYC
|
$5.6M |
Sector Composition
| 1 | Consumer Discretionary | 1.39% |
| 2 | Technology | 1.02% |
| 3 | Consumer Staples | 0.27% |
| 4 | Energy | 0.23% |
| 5 | Industrials | 0.13% |
