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
$141M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.06M
3
+$1.96M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.52M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.12M

Top Sells

1
+$313K
2
+$216K
3
+$203K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$159K
5
GLD icon
SPDR Gold Trust
GLD
+$79.9K

Sector Composition

1 Financials 1.54%
2 Technology 1.14%
3 Healthcare 0.87%
4 Industrials 0.5%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.19%
5,759
+369
52
$250K 0.18%
2,978
+1
53
$245K 0.17%
1,828
-368
54
$236K 0.17%
4,500
55
$235K 0.17%
893
56
$234K 0.17%
3,560
+59
57
$231K 0.16%
+5,920
58
$230K 0.16%
+942
59
$230K 0.16%
6,733
60
$223K 0.16%
+3,613
61
$222K 0.16%
1,254
62
$220K 0.16%
+4,473
63
$219K 0.15%
+4,682
64
$214K 0.15%
+1,947
65
$206K 0.15%
+5,507
66
$191K 0.13%
11,895
-4,963
67
– –
-2,892
68
– –
-4,779
1 2
3