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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
1
$20.8M 9.06%
653,246
-42,350
2
$20M 8.71%
29,965
+2,298
3
$19.9M 8.67%
33,083
+3,047
4
$15.7M 6.87%
23,517
+111
5
$10.8M 4.72%
115,866
+8,022
6
$8.48M 3.7%
78,703
-1,823
7
$7.34M 3.2%
39,341
+1,213
8
$6.91M 3.01%
216,517
+6,501
9
$6.67M 2.91%
26,207
+1,085
10
$4.62M 2.02%
80,372
-1,350
11
$4.32M 1.88%
92,195
+83,808
12
$4.1M 1.79%
39,196
+9,787
13
$4.02M 1.75%
45,091
+12,483
14
$3.82M 1.67%
74,048
-871
15
$3.72M 1.62%
8,364
+150
16
$3.7M 1.62%
17,928
+4
17
$3.68M 1.61%
25,912
+259
18
$3.48M 1.52%
9,784
+2,232
19
$3.32M 1.45%
15,134
-2,620
20
$3.27M 1.43%
76,533
-45
21
$2.36M 1.03%
30,177
-1,169
22
$2.36M 1.03%
81,023
+3,460
23
$2.27M 0.99%
22,990
-2,866
24
$2.15M 0.94%
28,972
+9,063
25
$2.08M 0.91%
79,042
+5,324
1
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