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
$229M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.14M
3
+$3.04M
4
COF icon
Capital One
COF
+$2.94M
5
NUE icon
Nucor
NUE
+$2.77M

Top Sells

1
+$2.99M
2
+$2.82M
3
+$2.76M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$2.01M
5
TSLA icon
Tesla
TSLA
+$1.96M

Sector Composition

1 Consumer Discretionary 13.95%
2 Technology 8.45%
3 Energy 3.18%
4 Financials 2.87%
5 Materials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.19%
+47,452
27
$2.62M 1.15%
100,590
+13,257
28
$2.29M 1%
88,076
+16,864
29
$2.11M 0.92%
26,772
+2,859
30
$2.09M 0.91%
5
31
$2.02M 0.88%
4,113
+488
32
$1.95M 0.85%
22,160
+1,391
33
$1.93M 0.84%
38,332
-1,245
34
$1.72M 0.75%
28,362
-3,433
35
$1.55M 0.68%
41,085
36
$1.32M 0.58%
19,724
+2,774
37
$1.24M 0.54%
40,697
+1,937
38
$1.18M 0.52%
16,833
-256
39
$1.18M 0.51%
44,175
+2,102
40
$1.17M 0.51%
10,465
-130
41
$1.17M 0.51%
10,325
+781
42
$1.13M 0.49%
11,489
-139
43
$1.04M 0.46%
8,340
+1,200
44
$1.03M 0.45%
7,634
+774
45
$957K 0.42%
21,188
+729
46
$927K 0.4%
12,272
-5,945
47
$926K 0.4%
14,708
-904
48
$913K 0.4%
17,937
-8,040
49
$882K 0.39%
34,484
+624
50
$865K 0.38%
58,234
-185,800
1
2
3 4 5