PFA
Pinnacle Family Advisors Portfolio holdings
AUM
$206M
This Quarter Return
-0.44%
1 Year Return
+17.51%
3 Year Return
+83.64%
5 Year Return
+193.04%
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-5.7%)
Cap. Flow
+$504K
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
58.67%
Holding
91
New
6
Increased
39
Reduced
31
Closed
13
Top Buys
| 1 |
Tesla
TSLA
|
$5.43M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$5M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.99M |
| 4 |
ProShares Short S&P500
SH
|
$3.25M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.67M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$3.62M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$3.6M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$3.52M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$2.83M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.61M |
Sector Composition
| 1 | Consumer Discretionary | 17.19% |
| 2 | Technology | 15.73% |
| 3 | Energy | 1.19% |
| 4 | Healthcare | 0.82% |
| 5 | Financials | 0.5% |
