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
$168M
AUM Growth
-$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$433K
3
+$369K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$256K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$194K

Top Sells

1
+$707K
2
+$349K
3
+$321K
4
SYK icon
Stryker
SYK
+$282K
5
JPM icon
JPMorgan Chase
JPM
+$274K

Sector Composition

1 Financials 1.29%
2 Technology 1.15%
3 Industrials 0.38%
4 Consumer Discretionary 0.32%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.2%
2,198
-80
52
$313K 0.19%
2,460
-420
53
$250K 0.15%
1,302
54
$227K 0.14%
4,507
55
$222K 0.13%
842
-1
56
$216K 0.13%
3,350
-263
57
$210K 0.13%
6,337
58
– –
-1,991
59
– –
-1,527
60
– –
-1,882
61
– –
-925
62
– –
-5,272
1 2
3