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
$228M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$3.96M
3
+$2.79M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.55M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.54M

Top Sells

1
+$443K
2
+$370K
3
+$217K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$165K
5
BND icon
Vanguard Total Bond Market
BND
+$137K

Sector Composition

1 Financials 1.16%
2 Technology 0.97%
3 Industrials 0.42%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$370K 0.16%
4,835
52
$356K 0.16%
2,037
+2
53
$354K 0.16%
7,200
54
$354K 0.16%
3,046
55
$308K 0.14%
+3,410
56
$305K 0.13%
7,310
-859
57
$277K 0.12%
+5,076
58
$266K 0.12%
1,377
+75
59
$265K 0.12%
6,287
60
$264K 0.12%
4,596
+28
61
$249K 0.11%
3,350
62
$247K 0.11%
1,356
63
$223K 0.1%
790
-51
64
$203K 0.09%
+200
65
$8.34K ﹤0.01%
10,850
66
– –
-7,598
1 2
3