PFG

Pinnacle Financial Group Portfolio holdings

AUM $299M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$1.84M
3
+$1.63M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.26M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$618K

Top Sells

1
+$511K
2
+$356K
3
+$256K
4
SYK icon
Stryker
SYK
+$252K
5
AMCX icon
AMC Networks
AMCX
+$245K

Sector Composition

1 Financials 1.73%
2 Technology 1.48%
3 Healthcare 0.85%
4 Consumer Discretionary 0.47%
5 Industrials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$704K 0.6%
5,335
+2
27
$678K 0.58%
29,289
+15,159
28
$503K 0.43%
24,775
-3,165
29
$476K 0.41%
2,524
+46
30
$455K 0.39%
3,309
31
$433K 0.37%
9,521
+11
32
$430K 0.37%
17,812
+7,316
33
$418K 0.36%
1,103
-49
34
$409K 0.35%
2,207
+2
35
$401K 0.34%
18,813
-1,567
36
$378K 0.32%
5,936
37
$370K 0.32%
+15,740
38
$358K 0.31%
3,876
39
$339K 0.29%
2,213
40
$338K 0.29%
2,030
-312
41
$333K 0.28%
3,137
+597
42
$332K 0.28%
+7,435
43
$332K 0.28%
2,500
44
$303K 0.26%
3,537
45
$288K 0.25%
1,609
-209
46
$267K 0.23%
4,779
-3,008
47
$264K 0.23%
5,390
48
$259K 0.22%
2,298
-320
49
$257K 0.22%
3,417
-700
50
$230K 0.2%
1,297
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