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
51
$814K 0.36%
27,140
-707
52
$802K 0.35%
6,875
+474
53
$780K 0.34%
4,907
+131
54
$778K 0.34%
+12,813
55
$763K 0.33%
11,628
+1,078
56
$725K 0.32%
+24,462
57
$724K 0.32%
7,109
+4,154
58
$702K 0.31%
2,865
-3,725
59
$677K 0.3%
+16,059
60
$636K 0.28%
5,798
+130
61
$630K 0.28%
5,077
+122
62
$584K 0.26%
8,540
+1,060
63
$583K 0.25%
33,558
-342
64
$580K 0.25%
7,969
-140
65
$560K 0.24%
9,347
+500
66
$555K 0.24%
7,546
-464
67
$552K 0.24%
10,669
+491
68
$516K 0.23%
+10,731
69
$508K 0.22%
10,476
+503
70
$500K 0.22%
17,880
-54
71
$483K 0.21%
13,135
-656
72
$468K 0.2%
7,911
+275
73
$464K 0.2%
7,360
+671
74
$459K 0.2%
2,611
+77
75
$453K 0.2%
6,176
+262
1 2
3
4 5