PFA

Pinnacle Family Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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
+$8.94M
2
+$3.92M
3
+$1.66M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$1.53M

Top Sells

1
+$2.61M
2
+$2.25M
3
+$1.91M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$1.61M
5
SH icon
ProShares Short S&P500
SH
+$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
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