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
$221M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.16M
3
+$2.78M
4
MRO
Marathon Oil Corporation
MRO
+$2.63M
5
FANG icon
Diamondback Energy
FANG
+$2.58M

Top Sells

1
+$11.8M
2
+$2.48M
3
+$2.34M
4
NUE icon
Nucor
NUE
+$2.3M
5
IT icon
Gartner
IT
+$2.29M

Sector Composition

1 Technology 14.08%
2 Consumer Discretionary 13.75%
3 Energy 3.98%
4 Financials 1.14%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.17%
1,707
-11
77
$359K 0.16%
17,123
+38
78
$348K 0.16%
8,083
-908
79
$340K 0.15%
11,510
+1,648
80
$335K 0.15%
5,673
-784
81
$326K 0.15%
2,808
-4,478
82
$315K 0.14%
2,688
+114
83
$311K 0.14%
6,441
+705
84
$306K 0.14%
11,968
-84,148
85
$297K 0.13%
4,892
+468
86
$294K 0.13%
7,000
87
$271K 0.12%
+1,440
88
$259K 0.12%
+5,200
89
$254K 0.12%
9,282
-203
90
$253K 0.11%
1,635
-951
91
$251K 0.11%
+12,072
92
$248K 0.11%
2,265
-774
93
$244K 0.11%
725
-423
94
$244K 0.11%
+5,462
95
$238K 0.11%
7,251
+1,018
96
$230K 0.1%
1,879
+129
97
$219K 0.1%
2,036
-57
98
$217K 0.1%
8,334
-2,017
99
$217K 0.1%
2,843
-558
100
$217K 0.1%
676
-274
2 3
4
5 6