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
51
$509K 0.29%
3,863
-789
52
$494K 0.28%
10,093
+1,860
53
$482K 0.28%
4,984
-121
54
$460K 0.26%
9,393
+194
55
$446K 0.26%
5,172
-879
56
$415K 0.24%
15,883
-631
57
$413K 0.24%
8,222
-3,199
58
$395K 0.23%
12,748
-112
59
$381K 0.22%
7,115
+557
60
$377K 0.22%
1,813
+160
61
$374K 0.21%
+11,281
62
$363K 0.21%
3,738
+227
63
$356K 0.2%
+5,430
64
$354K 0.2%
3,491
-1,505
65
$340K 0.2%
7,206
+7,158
66
$324K 0.19%
+6,384
67
$311K 0.18%
2,147
-2,223
68
$308K 0.18%
5,173
-17
69
$287K 0.16%
5,376
-645
70
$277K 0.16%
5,829
-8,469
71
$274K 0.16%
+795
72
$267K 0.15%
1,835
-2,285
73
$263K 0.15%
3,850
-4,950
74
$257K 0.15%
1,950
75
$255K 0.15%
3,335
-5,045
1 2
3
4 5