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
101
– –
-13,680
102
– –
-14,307
103
– –
-3,130
104
– –
-59,430
105
– –
-2,273
106
– –
-13,193
107
– –
-9,772
108
– –
-13,131
109
– –
-34,119
110
– –
-30,981
1 2 3 4
5