PFA

Pinnacle Family Advisors Portfolio holdings

AUM $227M
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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
+$7.28M
2
+$5.77M
3
+$4.17M
4
NVDA icon
NVIDIA
NVDA
+$1.54M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.13M

Top Sells

1
+$3.69M
2
+$2.91M
3
+$2.32M
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
101
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-13,131
102
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-34,119
103
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-30,981
104
– –
-5,700
105
– –
-2,209
106
– –
-1,355
107
– –
-12,874
108
– –
-13,680
109
– –
-14,307
110
– –
-6,260
1 2 3 4
5