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
1
$27.3M 15.66%
63,643
-8,246
2
$19.3M 11.07%
112,826
-61
3
$12.4M 7.09%
575,075
+330,881
4
$10.1M 5.81%
28,284
+2,485
5
$9.79M 5.61%
22,890
+12,984
6
$8.99M 5.15%
70,739
-363
7
$6.95M 3.98%
27,766
-867
8
$6.44M 3.69%
354,460
+47,420
9
$5.17M 2.97%
123,042
+7,777
10
$4.03M 2.31%
+118,721
11
$3.64M 2.08%
52,754
-32,435
12
$3.53M 2.02%
58,215
-1,005
13
$3.41M 1.95%
72,254
-358
14
$3.24M 1.86%
47,389
-11,919
15
$3.05M 1.75%
58,586
+20,860
16
$2.82M 1.61%
56,073
+4,019
17
$2.5M 1.43%
16,262
-18,032
18
$2.07M 1.19%
47,640
+34,480
19
$1.52M 0.87%
16,130
-808
20
$1.47M 0.84%
29,535
+1,040
21
$1.46M 0.84%
30,063
+177
22
$1.34M 0.77%
12,785
-2,045
23
$1.24M 0.71%
16,808
+2,856
24
$1.06M 0.61%
6,492
-8,992
25
$1.06M 0.61%
3,164
+18
1
2 3 4 5