PFG

Pinnacle Financial Group Portfolio holdings

AUM $365M
1-Year Est. Return 17.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.46M
3
+$1.24M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.22M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.07M

Top Sells

1
+$1.38M
2
+$533K
3
+$459K
4
DTD icon
WisdomTree US Total Dividend Fund
DTD
+$455K
5
VV icon
Vanguard Large-Cap ETF
VV
+$243K

Sector Composition

1 Consumer Discretionary 1.72%
2 Financials 1.58%
3 Technology 1.49%
4 Industrials 0.37%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$694K 0.21%
1,454
+3
52
$673K 0.2%
3,260
53
$639K 0.19%
14,439
+428
54
$629K 0.19%
+36,414
55
$588K 0.18%
+5,411
56
$575K 0.17%
5,998
+2
57
$567K 0.17%
27,576
+3,489
58
$561K 0.17%
8,246
+1,604
59
$557K 0.17%
4,684
+53
60
$537K 0.16%
+900
61
$522K 0.16%
6,211
+2,055
62
$508K 0.15%
4,287
+3
63
$499K 0.15%
2,500
64
$492K 0.15%
4,361
+544
65
$468K 0.14%
1,483
+9
66
$465K 0.14%
8,591
+517
67
$452K 0.14%
675
-9
68
$441K 0.13%
2,061
+8
69
$440K 0.13%
20,256
+3,246
70
$434K 0.13%
5,538
71
$433K 0.13%
22,377
+8,486
72
$417K 0.13%
+2,198
73
$405K 0.12%
4,526
+710
74
$400K 0.12%
2,195
+8
75
$395K 0.12%
5,968
+3
1 2
3
4 5