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
76
$218K 0.09%
1,736
+3
77
$215K 0.08%
+3,430
78
$212K 0.08%
+350
79
$17.7K 0.01%
10,850
80
$7.88K ﹤0.01%
10,000
81
– –
-1,377
82
– –
-21,695
83
– –
-233
84
– –
-636
1 2 3
4