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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
126
– –
-4,552
127
– –
-10,334
128
– –
-6,829
129
– –
-4,230
130
– –
-4,270
131
– –
-19,689
132
– –
-51,801
133
– –
-6,430
134
– –
-3,240
135
– –
-6,565
136
– –
-9,186
137
– –
-1,949
2 3 4 5
6