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
$255M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$693K
3
+$618K
4
VB icon
Vanguard Small-Cap ETF
VB
+$581K
5
FLCB icon
Franklin US Core Bond ETF
FLCB
+$514K

Top Sells

1
+$1.28M
2
+$1.17M
3
+$1.08M
4
FINX icon
Global X FinTech ETF
FINX
+$546K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$513K

Sector Composition

1 Technology 1.53%
2 Financials 1.2%
3 Consumer Discretionary 0.4%
4 Industrials 0.36%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1.1%
16,801
+97
27
$2.61M 1.02%
65,646
-153
28
$2.04M 0.8%
21,254
+227
29
$1.94M 0.76%
23,119
+4
30
$1.76M 0.69%
64,185
+4,318
31
$1.43M 0.56%
5,349
+526
32
$1.39M 0.55%
22,356
+14
33
$1.06M 0.42%
6,080
+272
34
$1.05M 0.41%
16,285
35
$833K 0.33%
25,898
-198
36
$793K 0.31%
10,624
+1,698
37
$658K 0.26%
1,347
+429
38
$643K 0.25%
3,259
39
$627K 0.25%
14,029
40
$618K 0.24%
+14,428
41
$601K 0.24%
4,948
-62
42
$562K 0.22%
3,019
-38
43
$551K 0.22%
5,989
+3
44
$514K 0.2%
+23,350
45
$503K 0.2%
4,299
+93
46
$481K 0.19%
1,230
-85
47
$480K 0.19%
3,380
48
$477K 0.19%
2,500
49
$460K 0.18%
2,109
-98
50
$459K 0.18%
1,508
+107
1
2
3 4