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
$168M
AUM Growth
-$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$433K
3
+$369K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$256K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$194K

Top Sells

1
+$707K
2
+$349K
3
+$321K
4
SYK icon
Stryker
SYK
+$282K
5
JPM icon
JPMorgan Chase
JPM
+$274K

Sector Composition

1 Financials 1.29%
2 Technology 1.15%
3 Industrials 0.38%
4 Consumer Discretionary 0.32%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.87%
21,260
27
$1.44M 0.85%
24,065
28
$1.18M 0.7%
52,135
-2,039
29
$1.12M 0.67%
22,510
30
$983K 0.59%
4,591
+211
31
$848K 0.5%
3,994
+357
32
$696K 0.41%
5,043
+78
33
$630K 0.37%
25,479
-464
34
$613K 0.37%
14,775
+855
35
$509K 0.3%
8,844
-391
36
$494K 0.29%
4,767
-833
37
$492K 0.29%
3,200
-56
38
$433K 0.26%
8,957
-996
39
$432K 0.26%
5,986
40
$429K 0.26%
3,646
41
$422K 0.25%
984
-37
42
$414K 0.25%
2,445
-108
43
$410K 0.24%
20,333
-237
44
$404K 0.24%
2,214
+2
45
$389K 0.23%
3,380
46
$383K 0.23%
1,402
-112
47
$380K 0.23%
5,443
-120
48
$372K 0.22%
2,500
49
$356K 0.21%
3,776
50
$341K 0.2%
4,529
+2
1
2
3