We are live on ! Find out more
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
51
$721K 0.31%
6,999
+361
52
$708K 0.31%
7,742
-183
53
$692K 0.3%
14,806
-360
54
$679K 0.3%
5,232
-201
55
$673K 0.29%
30,934
-35,946
56
$658K 0.29%
11,118
+41
57
$640K 0.28%
17,606
-277
58
$597K 0.26%
12,903
-4,767
59
$594K 0.26%
5,826
+225
60
$593K 0.26%
27,928
+232
61
$591K 0.26%
2,572
-51
62
$588K 0.26%
12,075
+688
63
$580K 0.25%
6,961
-22
64
$579K 0.25%
7,677
-366
65
$566K 0.25%
11,359
+1,044
66
$558K 0.24%
4,852
+27
67
$543K 0.24%
11,270
+1,149
68
$530K 0.23%
6,630
-966
69
$520K 0.23%
5,467
-2,729
70
$516K 0.23%
18,903
+1,219
71
$513K 0.22%
+12,105
72
$511K 0.22%
+13,865
73
$509K 0.22%
10,919
+102
74
$494K 0.22%
982
-73
75
$463K 0.2%
7,027
-29
1 2
3
4 5