PFG

Pinnacle Financial Group Portfolio holdings

AUM $331M
1-Year Est. Return 11.59%
This Quarter Est. Return
1 Year Est. Return
+11.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.32M
3
+$1.88M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.23M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.11M

Top Sells

1
+$858K
2
+$816K
3
+$805K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$403K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$355K

Sector Composition

1 Financials 1.39%
2 Technology 1.22%
3 Consumer Discretionary 0.54%
4 Energy 0.51%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.94%
10,036
-372
27
$2.46M 0.89%
63,936
-3,537
28
$2.4M 0.87%
10,825
-52
29
$2.32M 0.84%
+118,884
30
$2.05M 0.74%
77,740
+46,511
31
$1.9M 0.69%
20,487
-927
32
$1.88M 0.68%
72,739
+7,756
33
$1.85M 0.67%
22,824
-278
34
$1.72M 0.62%
18,581
+11,977
35
$1.72M 0.62%
41,101
+19,097
36
$1.71M 0.62%
42,451
+26,534
37
$1.33M 0.48%
5,286
-41
38
$1.31M 0.47%
22,383
+10
39
$1.08M 0.39%
6,266
+171
40
$1.01M 0.37%
16,285
41
$918K 0.33%
9,633
+4,675
42
$880K 0.32%
1,878
+95
43
$867K 0.32%
11,831
+4,262
44
$843K 0.31%
7,086
+3,590
45
$838K 0.3%
+3,167
46
$788K 0.29%
2,523
+1,012
47
$709K 0.26%
3,729
-89
48
$621K 0.23%
3,260
49
$608K 0.22%
14,011
50
$540K 0.2%
25,135
1
2
3 4