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
$175M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.55M
3
+$4.03M
4
NVDA icon
NVIDIA
NVDA
+$1.5M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.08M

Top Sells

1
+$3.54M
2
+$2.77M
3
+$2.24M
4
SH icon
ProShares Short S&P500
SH
+$1.72M
5
PP
The Meet Kevin Pricing Power ETF
PP
+$1.6M

Sector Composition

1 Technology 12.38%
2 Consumer Discretionary 11.37%
3 Energy 0.74%
4 Financials 0.25%
5 Real Estate 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.14%
4,310
+11
77
$247K 0.14%
5,319
-2,900
78
$239K 0.14%
1,125
79
$239K 0.14%
10,836
-12,570
80
$237K 0.14%
7,057
-138
81
$225K 0.13%
11,428
-571
82
$225K 0.13%
+11,094
83
$225K 0.13%
+12,912
84
$219K 0.13%
693
-131
85
$216K 0.12%
9,590
-12
86
$212K 0.12%
+1,765
87
$212K 0.12%
605
88
$212K 0.12%
6,285
+25
89
– –
-4,750
90
– –
-1,226
91
– –
-3,244
92
– –
-36,002
93
– –
-2,625
94
– –
-569
95
– –
-3,357
96
– –
-7,194
97
– –
-5,700
98
– –
-2,209
99
– –
-1,355
100
– –
-6,437
1 2 3
4
5