PFA

Pinnacle Family Advisors Portfolio holdings

AUM $229M
1-Year Est. Return 22.32%
This Quarter Est. Return
1 Year Est. Return
+22.32%
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
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