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
$228M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$3.96M
3
+$2.79M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.55M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.54M

Top Sells

1
+$443K
2
+$370K
3
+$217K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$165K
5
BND icon
Vanguard Total Bond Market
BND
+$137K

Sector Composition

1 Financials 1.16%
2 Technology 0.97%
3 Industrials 0.42%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.09%
67,782
-4,505
27
$1.9M 0.83%
11,085
-125
28
$1.78M 0.78%
21,027
-233
29
$1.74M 0.77%
23,115
-200
30
$1.55M 0.68%
62,509
+13,274
31
$1.36M 0.6%
22,341
-169
32
$1.24M 0.54%
4,754
+140
33
$982K 0.43%
16,285
34
$849K 0.37%
5,213
+87
35
$825K 0.36%
25,936
-419
36
$618K 0.27%
8,502
-1,880
37
$609K 0.27%
14,029
-746
38
$609K 0.27%
3,259
+59
39
$602K 0.26%
21,595
-29
40
$546K 0.24%
5,986
41
$516K 0.23%
2,860
42
$512K 0.23%
4,769
43
$481K 0.21%
1,312
-20
44
$451K 0.2%
2,500
45
$444K 0.19%
3,380
46
$440K 0.19%
2,154
-64
47
$422K 0.19%
803
-181
48
$417K 0.18%
3,776
49
$412K 0.18%
7,513
+3
50
$397K 0.17%
4,263
-269
1
2
3