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
$167M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$5.58M
3
+$5.09M
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$4.87M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.66M

Top Sells

1
+$4.41M
2
+$476K
3
+$307K
4
IYG icon
iShares US Financial Services ETF
IYG
+$236K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$219K

Sector Composition

1 Financials 1.28%
2 Technology 1.21%
3 Healthcare 0.62%
4 Industrials 0.43%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.81%
21,260
27
$1.33M 0.8%
24,065
28
$1.28M 0.76%
25,510
29
$1.23M 0.73%
53,261
+5,899
30
$921K 0.55%
4,256
+718
31
$710K 0.42%
3,477
-48
32
$703K 0.42%
12,004
-8,139
33
$685K 0.41%
4,963
-598
34
$644K 0.38%
5,840
-125
35
$635K 0.38%
24,884
-35
36
$608K 0.36%
13,920
+650
37
$502K 0.3%
1,220
-102
38
$494K 0.3%
9,943
-336
39
$494K 0.3%
3,256
-111
40
$438K 0.26%
5,929
+366
41
$428K 0.26%
2,212
+1
42
$428K 0.26%
5,986
43
$418K 0.25%
3,380
44
$404K 0.24%
19,424
+377
45
$400K 0.24%
3,646
+109
46
$386K 0.23%
2,116
+76
47
$381K 0.23%
1,666
48
$367K 0.22%
2,500
49
$365K 0.22%
3,776
50
$363K 0.22%
2,278
+55
1
2
3