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
76
$172K 0.15%
+526
77
– –
-22,158
78
– –
-1,448
79
– –
-1,711
80
– –
-15,322
81
– –
-8,250
82
– –
-23,220
83
– –
-27,082
84
– –
-44,655
85
– –
-22,265
86
– –
-2,784
87
– –
-3,452
88
– –
-40,632
89
– –
-30,840
90
– –
-12,516
91
– –
-14,558
92
– –
-18,135
93
– –
-1,980
94
– –
-4,300
95
– –
-768
96
– –
-37,812
1 2 3
4