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
126
$210K 0.09%
+1,526
127
$209K 0.09%
+9,619
128
$206K 0.09%
+2,402
129
$205K 0.09%
7,748
-3,230
130
– –
-6,670
131
– –
-1,951
132
– –
-118,622
133
– –
-3,236
134
– –
-891
135
– –
-4,515
136
– –
-6,867
137
– –
-46,169
138
– –
-2,058
139
– –
-2,978
140
– –
-388
141
– –
-1,342
142
– –
-9,964
143
– –
-23,120
144
– –
-1,666
145
– –
-42,875
146
– –
-6,750
147
– –
-15,612
148
– –
-1,440
149
– –
-12,414
150
– –
-5,708
2 3 4 5
6