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
$221M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.16M
3
+$2.78M
4
MRO
Marathon Oil Corporation
MRO
+$2.63M
5
FANG icon
Diamondback Energy
FANG
+$2.58M

Top Sells

1
+$11.8M
2
+$2.48M
3
+$2.34M
4
NUE icon
Nucor
NUE
+$2.3M
5
IT icon
Gartner
IT
+$2.29M

Sector Composition

1 Technology 14.08%
2 Consumer Discretionary 13.75%
3 Energy 3.98%
4 Financials 1.14%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
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