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
51
$325K 0.28%
+1,280
52
$313K 0.27%
1,060
53
$298K 0.26%
+3,697
54
$297K 0.26%
+14,100
55
$279K 0.24%
+1,621
56
$259K 0.23%
+9,625
57
$248K 0.22%
6,219
-5,472
58
$242K 0.21%
19,578
-43,722
59
$242K 0.21%
+2,222
60
$241K 0.21%
796
+24
61
$239K 0.21%
+4,548
62
$238K 0.21%
+4,005
63
$236K 0.21%
+1,006
64
$235K 0.21%
+6,200
65
$232K 0.2%
+3,056
66
$224K 0.2%
+2,150
67
$222K 0.19%
+100
68
$218K 0.19%
+2,672
69
$217K 0.19%
+1,275
70
$215K 0.19%
+4,109
71
$212K 0.19%
+1,580
72
$210K 0.18%
1,887
-4,271
73
$203K 0.18%
+6,006
74
$201K 0.18%
+1,442
75
$200K 0.17%
285
-69
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