PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
-15.06%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(-35%)
Cap. Flow
-$28.5M
Cap. Flow
% of AUM
-23.28%
Top 10 Holdings %
Top 10 Hldgs %
56.52%
Holding
124
New
10
Increased
34
Reduced
37
Closed
39
Top Buys
| 1 |
Amazon
AMZN
|
$8.01M |
| 2 |
ProShares Short S&P500
SH
|
$2.09M |
| 3 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$1.96M |
| 4 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$1.9M |
| 5 |
Apple
AAPL
|
$1.07M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.81M |
| 2 |
iShares US Real Estate ETF
IYR
|
$4.04M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.4M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$3.15M |
| 5 |
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% |
