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
$195M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.45M
3
+$1.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$950K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$944K

Top Sells

1
+$964K
2
+$430K
3
+$213K
4
ABBV icon
AbbVie
ABBV
+$130K
5
DVY icon
iShares Select Dividend ETF
DVY
+$120K

Sector Composition

1 Financials 1.13%
2 Technology 1.11%
3 Industrials 0.38%
4 Consumer Discretionary 0.35%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.11%
11,210
-110
27
$1.6M 0.82%
21,260
28
$1.58M 0.81%
23,315
-750
29
$1.25M 0.64%
22,510
30
$1.19M 0.61%
49,235
-2,900
31
$1.12M 0.57%
4,614
+23
32
$950K 0.49%
+9,570
33
$944K 0.48%
+16,285
34
$766K 0.39%
5,126
+83
35
$764K 0.39%
10,382
+4,939
36
$751K 0.38%
26,355
+876
37
$650K 0.33%
14,775
38
$556K 0.29%
3,200
39
$553K 0.28%
21,624
+1,291
40
$513K 0.26%
4,769
+2
41
$474K 0.24%
5,986
42
$470K 0.24%
984
43
$443K 0.23%
7,598
-1,246
44
$434K 0.22%
2,860
+400
45
$424K 0.22%
2,218
+4
46
$422K 0.22%
3,380
47
$420K 0.22%
2,500
48
$409K 0.21%
3,776
49
$394K 0.2%
7,510
-1,447
50
$394K 0.2%
1,332
-70
1
2
3