PFG
Pinnacle Financial Group Portfolio holdings
AUM
$299M
This Quarter Return
+6.63%
1 Year Return
+13.03%
3 Year Return
+40.67%
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(+8.5%)
Cap. Flow
+$6M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
56.21%
Holding
105
New
10
Increased
46
Reduced
30
Closed
4
Top Buys
| 1 |
McDonald's
MCD
|
$3.53M |
| 2 |
Franklin Income Focus ETF
INCM
|
$1.11M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$636K |
| 4 |
VSDB
Vanguard Short Duration Bond ETF
VSDB
|
$471K |
| 5 |
PGIM Total Return Bond ETF
PTRB
|
$385K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.8% |
| 2 | Financials | 1.42% |
| 3 | Technology | 1.36% |
| 4 | Industrials | 0.43% |
| 5 | Energy | 0.32% |
