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
$234M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$668K
2
+$628K
3
+$482K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$476K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$440K

Top Sells

1
+$173K
2
+$112K
3
+$74.3K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$68.3K
5
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$61.8K

Sector Composition

1 Technology 1.56%
2 Financials 1.18%
3 Consumer Discretionary 0.41%
4 Industrials 0.38%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$412K 0.18%
4,267
+4
52
$404K 0.17%
7,523
+10
53
$403K 0.17%
+902
54
$391K 0.17%
3,397
+351
55
$379K 0.16%
5,010
+175
56
$365K 0.16%
7,493
+293
57
$357K 0.15%
1,401
+611
58
$349K 0.15%
7,965
+655
59
$336K 0.14%
2,037
60
$270K 0.12%
5,076
61
$263K 0.11%
4,596
62
$251K 0.11%
1,377
63
$243K 0.1%
3,350
64
$239K 0.1%
5,815
-472
65
$238K 0.1%
+636
66
$231K 0.1%
1,344
-12
67
$226K 0.1%
+1,116
68
$211K 0.09%
+233
69
$206K 0.09%
+1,733
70
$203K 0.09%
225
+25
71
$9.47K ﹤0.01%
+10,000
72
$6.05K ﹤0.01%
10,850
1 2
3