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
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$772K
3
+$678K
4
INCM icon
Franklin Income Focus ETF
INCM
+$554K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$536K

Top Sells

1
+$445K
2
+$415K
3
+$323K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$321K
5
BND icon
Vanguard Total Bond Market
BND
+$220K

Sector Composition

1 Technology 1.48%
2 Financials 1.31%
3 Consumer Discretionary 0.5%
4 Industrials 0.35%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.07%
67,473
+1,827
27
$2.72M 1.07%
10,877
-1,657
28
$2.17M 0.85%
21,414
+160
29
$2.07M 0.81%
23,102
-17
30
$1.65M 0.65%
64,983
+798
31
$1.49M 0.58%
5,327
-22
32
$1.39M 0.55%
22,373
+17
33
$1.03M 0.4%
6,095
+15
34
$960K 0.38%
16,285
35
$911K 0.36%
1,783
+436
36
$901K 0.35%
22,004
+7,576
37
$838K 0.33%
3,818
+799
38
$809K 0.32%
31,229
+14,682
39
$805K 0.32%
25,189
-709
40
$627K 0.25%
15,917
+5,415
41
$622K 0.24%
3,260
+1
42
$612K 0.24%
4,556
-392
43
$601K 0.24%
14,011
-18
44
$597K 0.23%
6,604
+2,347
45
$568K 0.22%
965
+209
46
$554K 0.22%
+21,207
47
$546K 0.21%
7,569
-3,055
48
$545K 0.21%
5,992
+3
49
$530K 0.21%
25,135
+1,785
50
$524K 0.21%
4,545
+246
1
2
3 4