PFG

Pinnacle Financial Group Portfolio holdings

AUM $331M
1-Year Est. Return 11.59%
This Quarter Est. Return
1 Year Est. Return
+11.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.32M
3
+$1.88M
4
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.23M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.11M

Top Sells

1
+$858K
2
+$816K
3
+$805K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$403K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$355K

Sector Composition

1 Financials 1.39%
2 Technology 1.22%
3 Consumer Discretionary 0.54%
4 Energy 0.51%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$531K 0.19%
19,924
-1,283
52
$503K 0.18%
895
-70
53
$499K 0.18%
5,994
+2
54
$498K 0.18%
4,597
+41
55
$476K 0.17%
4,550
+5
56
$476K 0.17%
3,505
57
$460K 0.17%
2,500
58
$446K 0.16%
2,044
-64
59
$442K 0.16%
1,178
+114
60
$425K 0.15%
5,538
+528
61
$423K 0.15%
3,807
-38
62
$419K 0.15%
4,280
+4
63
$406K 0.15%
1,232
+1
64
$395K 0.14%
2,318
+30
65
$387K 0.14%
+19,033
66
$365K 0.13%
8,074
-27
67
$346K 0.13%
5,956
-498
68
$346K 0.13%
1,410
+14
69
$342K 0.12%
4,127
+573
70
$332K 0.12%
4,056
+67
71
$329K 0.12%
6,599
+4
72
$324K 0.12%
9,493
+149
73
$315K 0.11%
5,094
+407
74
$310K 0.11%
+16,722
75
$289K 0.11%
1,379
+8
1 2
3
4