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
51
$732K 0.33%
14,639
-2,124
52
$705K 0.32%
8,708
+1,153
53
$698K 0.32%
46,529
+2,109
54
$692K 0.31%
6,041
+360
55
$649K 0.29%
7,444
-221
56
$596K 0.27%
13,825
+2,306
57
$589K 0.27%
11,368
+408
58
$571K 0.26%
2,527
-351
59
$563K 0.25%
4,679
-861
60
$555K 0.25%
9,634
+537
61
$541K 0.24%
4,098
-979
62
$527K 0.24%
4,774
+1,166
63
$512K 0.23%
20,276
-13,934
64
$497K 0.23%
7,969
+589
65
$495K 0.22%
11,938
+5,068
66
$480K 0.22%
4,177
-11,408
67
$459K 0.21%
9,570
+1,023
68
$456K 0.21%
8,617
+3,480
69
$446K 0.2%
7,284
+10
70
$430K 0.19%
+13,678
71
$422K 0.19%
6,185
+241
72
$417K 0.19%
+13,928
73
$400K 0.18%
3,097
-62
74
$394K 0.18%
4,269
-27
75
$391K 0.18%
8,617
+989
1 2
3
4 5