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
$221M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.16M
3
+$2.78M
4
MRO
Marathon Oil Corporation
MRO
+$2.63M
5
FANG icon
Diamondback Energy
FANG
+$2.58M

Top Sells

1
+$11.8M
2
+$2.48M
3
+$2.34M
4
NUE icon
Nucor
NUE
+$2.3M
5
IT icon
Gartner
IT
+$2.29M

Sector Composition

1 Technology 14.08%
2 Consumer Discretionary 13.75%
3 Energy 3.98%
4 Financials 1.14%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.75%
4,938
-4,260
27
$1.65M 0.75%
27,847
-738
28
$1.5M 0.68%
+13,057
29
$1.38M 0.62%
12,422
-106,890
30
$1.31M 0.59%
+5,418
31
$1.28M 0.58%
43,155
+10,426
32
$1.23M 0.56%
11,382
-35
33
$1.22M 0.55%
10,292
-107
34
$1.19M 0.54%
41,344
+1,198
35
$1.12M 0.51%
21,487
-184
36
$1.07M 0.48%
7,380
-2,760
37
$1.07M 0.48%
29,286
+11,573
38
$1.05M 0.48%
15,113
-2,463
39
$1.03M 0.47%
54,828
+2,670
40
$953K 0.43%
13,638
+2,038
41
$893K 0.4%
15,775
+1,495
42
$852K 0.39%
11,761
-1,955
43
$840K 0.38%
6,340
-757
44
$835K 0.38%
13,960
-982
45
$822K 0.37%
30,807
-12,668
46
$816K 0.37%
13,149
+186
47
$814K 0.37%
6,637
+40
48
$785K 0.36%
9,282
-528
49
$760K 0.34%
40,056
+2,490
50
$742K 0.34%
4,237
-808
1
2
3 4 5