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
$129M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$17.6M
3
+$9.48M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.36M
5
DVY icon
iShares Select Dividend ETF
DVY
+$6.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.36%
2 Financials 1.98%
3 Healthcare 1.48%
4 Consumer Staples 1.31%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.23%
+23,284
52
$290K 0.22%
+4,500
53
$290K 0.22%
+5,553
54
$275K 0.21%
+3,684
55
$274K 0.21%
+1,947
56
$263K 0.2%
+6,733
57
$260K 0.2%
+971
58
$252K 0.19%
+4,058
59
$250K 0.19%
+742
60
$241K 0.19%
+2,987
61
$222K 0.17%
+1,297
62
$220K 0.17%
+1,421
63
$216K 0.17%
+3,537
64
$214K 0.17%
+4,171
65
$208K 0.16%
+6,039
1 2
3