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PFA

Pinnacle Family Advisors Portfolio holdings

AUM $213M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.74M
3
+$1.47M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.05M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$975K

Top Sells

1
+$2.82M
2
+$2.7M
3
+$1.18M
4
AFLG icon
First Trust Active Factor Large Cap ETF
AFLG
+$1.17M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$772K

Sector Composition

1 Technology 7.44%
2 Consumer Discretionary 6.97%
3 Energy 0.88%
4 Financials 0.67%
5 Real Estate 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.89%
78,857
+1,692
27
$1.91M 0.83%
53,171
-2,216
28
$1.75M 0.76%
32,329
-989
29
$1.66M 0.72%
8,736
+270
30
$1.63M 0.71%
11,215
+15
31
$1.54M 0.67%
22,946
+8,593
32
$1.41M 0.61%
31,658
+803
33
$1.31M 0.57%
2,830
-124
34
$1.3M 0.57%
50,529
-1,246
35
$1.26M 0.55%
6,888
+847
36
$1.24M 0.54%
58,183
+19,117
37
$1.21M 0.53%
52,425
+3,514
38
$1.16M 0.51%
15,788
-1,209
39
$1.12M 0.49%
20,877
-5,106
40
$977K 0.43%
10,431
-3,008
41
$941K 0.41%
40,104
+1,330
42
$907K 0.4%
3,241
-1,145
43
$891K 0.39%
29,245
+1,065
44
$875K 0.38%
6,392
+496
45
$798K 0.35%
11,767
-183
46
$797K 0.35%
7,066
+189
47
$786K 0.34%
6,512
+331
48
$764K 0.33%
3,928
+1
49
$739K 0.32%
+22,255
50
$734K 0.32%
4,096
+265
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