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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
101
$298K 0.13%
1,056
+82
102
$287K 0.13%
4,100
+63
103
$281K 0.12%
1,810
-3
104
$281K 0.12%
5,483
-304
105
$273K 0.12%
10,058
-184
106
$259K 0.11%
1,907
+215
107
$256K 0.11%
3,928
+20
108
$253K 0.11%
+5,063
109
$249K 0.11%
3,412
+273
110
$242K 0.11%
4,730
+385
111
$240K 0.1%
6,335
+30
112
$237K 0.1%
6,143
+25
113
$230K 0.1%
3,042
+250
114
$229K 0.1%
6,438
-167
115
$227K 0.1%
664
+1
116
$221K 0.1%
685
117
$220K 0.1%
+3,026
118
$218K 0.1%
2,181
-501
119
$216K 0.09%
+1,292
120
$213K 0.09%
+2,624
121
$207K 0.09%
10,797
+324
122
$201K 0.09%
+6,507
123
$152K 0.07%
+18,467
124
$118K 0.05%
+1,820
125
– –
-32,266
2 3 4
5
6