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
$141M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.06M
3
+$1.96M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.52M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.12M

Top Sells

1
+$313K
2
+$216K
3
+$203K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$159K
5
GLD icon
SPDR Gold Trust
GLD
+$79.9K

Sector Composition

1 Financials 1.54%
2 Technology 1.14%
3 Healthcare 0.87%
4 Industrials 0.5%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.87%
25,510
27
$1.17M 0.83%
24,065
-1,030
28
$1.16M 0.82%
20,143
-869
29
$1.04M 0.73%
47,362
+13,436
30
$781K 0.55%
5,561
+224
31
$709K 0.5%
+3,538
32
$674K 0.48%
3,525
+958
33
$635K 0.45%
5,965
-450
34
$566K 0.4%
13,270
-1,630
35
$512K 0.36%
24,919
-366
36
$508K 0.36%
1,322
+219
37
$488K 0.35%
3,367
+57
38
$484K 0.34%
10,279
+754
39
$424K 0.3%
2,211
+4
40
$423K 0.3%
3,380
41
$409K 0.29%
5,986
+50
42
$400K 0.28%
5,563
+2,146
43
$399K 0.28%
1,666
+57
44
$390K 0.28%
3,537
45
$369K 0.26%
2,040
+8
46
$367K 0.26%
19,047
-206
47
$359K 0.25%
2,223
+10
48
$357K 0.25%
3,776
-99
49
$350K 0.25%
2,500
50
$311K 0.22%
+1,635
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