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
$255M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$693K
3
+$618K
4
VB icon
Vanguard Small-Cap ETF
VB
+$581K
5
FLCB icon
Franklin US Core Bond ETF
FLCB
+$514K

Top Sells

1
+$1.28M
2
+$1.17M
3
+$1.08M
4
FINX icon
Global X FinTech ETF
FINX
+$546K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$513K

Sector Composition

1 Technology 1.53%
2 Financials 1.2%
3 Consumer Discretionary 0.4%
4 Industrials 0.36%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.17%
+16,547
52
$436K 0.17%
756
-47
53
$435K 0.17%
+10,502
54
$434K 0.17%
4,272
+5
55
$433K 0.17%
7,525
+2
56
$423K 0.17%
3,833
-639
57
$407K 0.16%
3,474
+77
58
$407K 0.16%
8,506
+541
59
$403K 0.16%
+4,257
60
$401K 0.16%
+4,102
61
$397K 0.16%
5,010
62
$379K 0.15%
880
-22
63
$363K 0.14%
7,213
-280
64
$347K 0.14%
2,043
+6
65
$302K 0.12%
5,076
66
$294K 0.12%
6,480
+665
67
$287K 0.11%
4,658
+62
68
$286K 0.11%
+3,240
69
$284K 0.11%
+3,385
70
$276K 0.11%
+1,792
71
$268K 0.11%
1,357
+13
72
$261K 0.1%
3,350
73
$240K 0.09%
+7,221
74
$234K 0.09%
225
75
$228K 0.09%
1,082
-34
1 2
3
4