PFG

Pinnacle Financial Group Portfolio holdings

AUM $365M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.46M
3
+$1.24M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.22M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.07M

Top Sells

1
+$1.38M
2
+$533K
3
+$459K
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$455K
5
VV icon
Vanguard Large-Cap ETF
VV
+$243K

Sector Composition

1 Consumer Discretionary 1.72%
2 Financials 1.58%
3 Technology 1.49%
4 Industrials 0.37%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 1.06%
131,153
+40,217
27
$3.1M 0.94%
33,859
+76
28
$3.07M 0.93%
6,109
-32
29
$3M 0.91%
74,001
+30,894
30
$3M 0.91%
32,130
+13,230
31
$2.83M 0.86%
9,202
-821
32
$2.6M 0.79%
10,227
+119
33
$2.44M 0.74%
20,207
34
$2.38M 0.72%
22,830
+3
35
$2.36M 0.71%
51,628
+121
36
$2.36M 0.71%
30,804
+24,615
37
$2.32M 0.7%
73,431
+265
38
$2.22M 0.67%
113,667
-5,992
39
$1.93M 0.58%
69,575
+8,463
40
$1.66M 0.5%
5,579
+496
41
$1.65M 0.5%
6,351
+3,167
42
$1.44M 0.43%
21,997
-143
43
$1.38M 0.42%
7,401
+714
44
$1.2M 0.36%
16,285
45
$1.12M 0.34%
6,026
+263
46
$973K 0.29%
1,620
-258
47
$957K 0.29%
9,767
+134
48
$913K 0.28%
4,157
+63
49
$814K 0.25%
1,571
-24
50
$808K 0.24%
10,913
+100
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