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
$195M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.45M
3
+$1.21M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$950K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$944K

Top Sells

1
+$964K
2
+$430K
3
+$213K
4
ABBV icon
AbbVie
ABBV
+$130K
5
DVY icon
iShares Select Dividend ETF
DVY
+$120K

Sector Composition

1 Financials 1.13%
2 Technology 1.11%
3 Industrials 0.38%
4 Consumer Discretionary 0.35%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.2%
4,532
+3
52
$375K 0.19%
+4,835
53
$355K 0.18%
+7,200
54
$346K 0.18%
2,035
-410
55
$339K 0.17%
1,302
56
$336K 0.17%
+8,169
57
$305K 0.16%
3,046
-600
58
$253K 0.13%
4,568
+61
59
$249K 0.13%
841
-1
60
$236K 0.12%
6,287
-50
61
$236K 0.12%
3,350
62
$210K 0.11%
1,356
-842
63
$12.6K 0.01%
+10,850
1 2
3