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
$116M
AUM Growth
-$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.25M
3
+$1.13M
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$874K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$741K

Top Sells

1
+$224K
2
+$212K
3
+$211K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$210K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$201K

Sector Composition

1 Financials 1.71%
2 Technology 1.48%
3 Consumer Discretionary 0.47%
4 Healthcare 0.43%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$741K 0.64%
+15,917
27
$682K 0.59%
33,926
+4,637
28
$673K 0.58%
6,415
29
$659K 0.57%
5,337
+2
30
$629K 0.54%
14,900
+7,465
31
$463K 0.4%
21,452
+3,640
32
$461K 0.4%
2,567
+43
33
$457K 0.4%
25,285
+510
34
$425K 0.37%
3,310
+1
35
$396K 0.34%
1,103
36
$390K 0.34%
19,253
+440
37
$382K 0.33%
9,525
+4
38
$379K 0.33%
2,207
39
$377K 0.33%
+3,380
40
$374K 0.32%
5,936
41
$338K 0.29%
3,875
-1
42
$336K 0.29%
2,977
-160
43
$332K 0.29%
2,032
+2
44
$310K 0.27%
2,500
45
$309K 0.27%
3,537
46
$297K 0.26%
2,213
47
$264K 0.23%
1,609
48
$244K 0.21%
3,417
49
$232K 0.2%
5,390
50
$230K 0.2%
2,196
-102
1
2
3