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
$175M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.55M
3
+$4.03M
4
NVDA icon
NVIDIA
NVDA
+$1.5M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.08M

Top Sells

1
+$3.54M
2
+$2.77M
3
+$2.24M
4
SH icon
ProShares Short S&P500
SH
+$1.72M
5
PP
The Meet Kevin Pricing Power ETF
PP
+$1.6M

Sector Composition

1 Technology 12.38%
2 Consumer Discretionary 11.37%
3 Energy 0.74%
4 Financials 0.25%
5 Real Estate 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.6%
36,197
+2,010
27
$1.01M 0.58%
41,697
+423
28
$988K 0.57%
9,526
+841
29
$915K 0.52%
41,390
-4,344
30
$888K 0.51%
13,704
-33
31
$873K 0.5%
7,427
+7
32
$814K 0.47%
49,017
-22,104
33
$795K 0.46%
2,919
-1,875
34
$794K 0.45%
19,965
35
$772K 0.44%
7,649
-465
36
$767K 0.44%
12,939
-750
37
$748K 0.43%
31,187
-1,789
38
$735K 0.42%
+8,127
39
$721K 0.41%
12,851
+1,666
40
$717K 0.41%
5,569
+1,770
41
$705K 0.4%
7,473
-6,656
42
$686K 0.39%
9,483
-538
43
$682K 0.39%
4,272
-2,167
44
$662K 0.38%
39,228
-22,194
45
$589K 0.34%
6,637
+372
46
$580K 0.33%
12,617
-766
47
$577K 0.33%
13,191
-1,763
48
$528K 0.3%
4,904
+144
49
$525K 0.3%
14,053
+3,788
50
$523K 0.3%
2,224
+52
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