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
$229M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.14M
3
+$3.04M
4
COF icon
Capital One
COF
+$2.94M
5
NUE icon
Nucor
NUE
+$2.77M

Top Sells

1
+$2.99M
2
+$2.82M
3
+$2.76M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$2.01M
5
TSLA icon
Tesla
TSLA
+$1.96M

Sector Composition

1 Consumer Discretionary 13.95%
2 Technology 8.45%
3 Energy 3.18%
4 Financials 2.87%
5 Materials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.2%
+9,399
77
$424K 0.19%
+7,193
78
$412K 0.18%
+1,721
79
$408K 0.18%
9,694
+70
80
$389K 0.17%
9,782
-1,939
81
$388K 0.17%
3,614
-107
82
$385K 0.17%
2,339
+78
83
$382K 0.17%
2,988
+265
84
$375K 0.16%
7,683
-9
85
$373K 0.16%
1,287
+38
86
$370K 0.16%
4,313
-23
87
$365K 0.16%
5,832
-619
88
$363K 0.16%
2,306
89
$357K 0.16%
1,718
+16
90
$348K 0.15%
+16,177
91
$344K 0.15%
2,968
-174
92
$341K 0.15%
7,248
-3,189
93
$336K 0.15%
3,661
+286
94
$321K 0.14%
6,345
95
$321K 0.14%
3,055
-18
96
$311K 0.14%
7,284
-139
97
$311K 0.14%
2,150
98
$305K 0.13%
+7,615
99
$302K 0.13%
1,941
+344
100
$293K 0.13%
+1,022
2 3
4
5 6