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
$115M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$4.13M
3
+$1.84M
4
NVDA icon
NVIDIA
NVDA
+$1.8M
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$1.67M

Top Sells

1
+$2.61M
2
+$2.38M
3
+$2.12M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.72M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$1.61M

Sector Composition

1 Technology 13.54%
2 Consumer Discretionary 13.26%
3 Communication Services 3.73%
4 Healthcare 3.62%
5 Financials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.17%
5
27
$1.26M 1.1%
20,950
+137
28
$1.25M 1.09%
+2,504
29
$1.25M 1.09%
+45,640
30
$940K 0.82%
26,440
+1,025
31
$886K 0.77%
7,998
-13,933
32
$877K 0.77%
14,412
+3,467
33
$683K 0.6%
2,190
+690
34
$656K 0.57%
10,938
+14
35
$641K 0.56%
+5,726
36
$570K 0.5%
+8,141
37
$548K 0.48%
+8,031
38
$539K 0.47%
3,283
+1,329
39
$524K 0.46%
+42,798
40
$510K 0.45%
+4,184
41
$483K 0.42%
7,204
-31,684
42
$453K 0.4%
7,480
-3,741
43
$425K 0.37%
18,618
+6,217
44
$424K 0.37%
+10,782
45
$368K 0.32%
+3,880
46
$342K 0.3%
1,769
-1,205
47
$330K 0.29%
+54,317
48
$329K 0.29%
2,951
-119
49
$326K 0.28%
2,654
+8
50
$325K 0.28%
+5,377
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