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
101
$292K 0.13%
1,161
-34
102
$292K 0.13%
3,056
103
$286K 0.12%
+4,175
104
$286K 0.12%
567
-150
105
$276K 0.12%
15,918
-174
106
$276K 0.12%
+14,000
107
$274K 0.12%
+5,120
108
$273K 0.12%
+1,322
109
$270K 0.12%
+907
110
$266K 0.12%
+1,224
111
$260K 0.11%
846
112
$257K 0.11%
+3,315
113
$256K 0.11%
2,571
+199
114
$252K 0.11%
+3,987
115
$246K 0.11%
+3,163
116
$245K 0.11%
3,400
+1
117
$245K 0.11%
+4,097
118
$237K 0.1%
+674
119
$226K 0.1%
2,084
+11
120
$223K 0.1%
1,750
121
$219K 0.1%
4,802
+86
122
$218K 0.1%
628
-220
123
$216K 0.09%
+2,785
124
$214K 0.09%
2,039
+130
125
$212K 0.09%
+6,133
2 3 4
5
6