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PFA

Pinnacle Family Advisors Portfolio holdings

AUM $213M
1-Year Est. Return 24.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.74M
3
+$1.47M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.05M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$975K

Top Sells

1
+$2.82M
2
+$2.7M
3
+$1.18M
4
AFLG icon
First Trust Active Factor Large Cap ETF
AFLG
+$1.17M
5
LGOV icon
First Trust Long Duration Opportunities ETF
LGOV
+$772K

Sector Composition

1 Technology 7.44%
2 Consumer Discretionary 6.97%
3 Energy 0.88%
4 Financials 0.67%
5 Real Estate 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.2%
1,780
77
$438K 0.19%
4,599
+103
78
$438K 0.19%
6,907
+379
79
$432K 0.19%
+25,400
80
$426K 0.19%
3,738
-363
81
$418K 0.18%
1,717
-15
82
$401K 0.18%
+3,987
83
$397K 0.17%
6,960
-728
84
$392K 0.17%
1,766
-153
85
$388K 0.17%
5,945
+151
86
$386K 0.17%
+6,652
87
$384K 0.17%
4,809
+92
88
$382K 0.17%
12,128
-54
89
$380K 0.17%
734
+97
90
$373K 0.16%
7,224
+53
91
$359K 0.16%
2,548
-98
92
$354K 0.15%
1,454
+54
93
$351K 0.15%
1,792
-119
94
$336K 0.15%
3,674
-30,065
95
$330K 0.14%
2,789
-60
96
$330K 0.14%
892
+38
97
$325K 0.14%
990
-10
98
$325K 0.14%
442
+10
99
$310K 0.14%
2,007
+40
100
$309K 0.13%
5,795
+143
2 3
4
5 6