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
$234M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$668K
2
+$628K
3
+$482K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$476K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$440K

Top Sells

1
+$173K
2
+$112K
3
+$74.3K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$68.3K
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$61.8K

Sector Composition

1 Technology 1.56%
2 Financials 1.18%
3 Consumer Discretionary 0.41%
4 Industrials 0.38%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.07%
16,704
+189
27
$2.47M 1.05%
65,799
-1,983
28
$1.95M 0.83%
21,027
29
$1.88M 0.8%
23,115
30
$1.55M 0.66%
59,867
-2,642
31
$1.31M 0.56%
22,342
+1
32
$1.21M 0.52%
4,823
+69
33
$982K 0.42%
16,285
34
$932K 0.4%
5,808
+595
35
$805K 0.34%
26,096
+160
36
$643K 0.28%
8,926
+424
37
$619K 0.26%
5,010
+1,600
38
$603K 0.26%
14,029
39
$593K 0.25%
3,259
40
$591K 0.25%
3,057
+197
41
$546K 0.23%
21,695
+100
42
$527K 0.23%
5,986
43
$477K 0.2%
4,472
-297
44
$449K 0.19%
4,206
+430
45
$448K 0.19%
2,207
+53
46
$440K 0.19%
+918
47
$439K 0.19%
2,500
48
$439K 0.19%
803
49
$438K 0.19%
1,315
+3
50
$430K 0.18%
3,380
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