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
+$141K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$772K
3
+$678K
4
INCM icon
Franklin Income Focus ETF
INCM
+$554K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$536K

Top Sells

1
+$445K
2
+$415K
3
+$323K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$321K
5
BND icon
Vanguard Total Bond Market
BND
+$220K

Sector Composition

1 Technology 1.48%
2 Financials 1.31%
3 Consumer Discretionary 0.5%
4 Industrials 0.35%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.19%
4,958
+856
52
$463K 0.18%
3,505
+125
53
$461K 0.18%
2,500
54
$449K 0.18%
1,064
+184
55
$448K 0.18%
4,276
+4
56
$447K 0.17%
1,231
+1
57
$440K 0.17%
2,108
-1
58
$438K 0.17%
1,511
+3
59
$410K 0.16%
3,845
+12
60
$384K 0.15%
+2,288
61
$379K 0.15%
5,010
62
$376K 0.15%
3,496
+22
63
$357K 0.14%
8,101
-405
64
$355K 0.14%
7,234
+21
65
$340K 0.13%
6,454
-1,071
66
$335K 0.13%
1,396
+314
67
$320K 0.13%
3,989
+604
68
$319K 0.12%
6,595
+115
69
$293K 0.11%
+9,344
70
$291K 0.11%
1,912
-131
71
$288K 0.11%
4,687
+1,257
72
$284K 0.11%
3,554
+314
73
$275K 0.11%
5,076
74
$267K 0.1%
4,717
+59
75
$252K 0.1%
1,831
+39
1 2
3
4