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
$122M
AUM Growth
-$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.96M
3
+$1.9M
4
AAPL icon
Apple
AAPL
+$1.07M
5
IBM icon
IBM
IBM
+$795K

Top Sells

1
+$7.81M
2
+$4.04M
3
+$3.4M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.15M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.8M

Sector Composition

1 Technology 14.43%
2 Consumer Discretionary 13.59%
3 Financials 1.82%
4 Energy 1.56%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 12.68%
113,594
+7,857
2
$8.44M 6.9%
79,492
-1,448
3
$8.34M 6.81%
60,702
-22,890
4
$6.67M 5.45%
133,595
+9,314
5
$6.12M 5%
27,261
-2,097
6
$6.03M 4.92%
15,904
-20,596
7
$5.65M 4.61%
59,849
-5,868
8
$4.73M 3.86%
53,123
-5,827
9
$4.29M 3.5%
92,535
-1,877
10
$3.4M 2.78%
11,056
-9,102
11
$2.31M 1.88%
38,154
+31,330
12
$2.27M 1.85%
51,128
-14,682
13
$2.09M 1.71%
+31,658
14
$1.96M 1.6%
+27,023
15
$1.94M 1.59%
23,189
-264
16
$1.79M 1.46%
42,525
-1,005
17
$1.61M 1.31%
35,510
-36,130
18
$1.59M 1.3%
34,575
19
$1.55M 1.26%
13,145
-8,200
20
$1.3M 1.06%
38,998
-5,541
21
$1.13M 0.92%
23,328
+8,622
22
$1.1M 0.9%
41,300
+164
23
$1.06M 0.87%
21,772
-541
24
$1.05M 0.86%
12,552
+730
25
$1.02M 0.83%
11,116
-43,973
1
2 3 4 5