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
76
$244K 0.1%
1,371
+14
77
$238K 0.09%
225
78
$235K 0.09%
3,350
79
$233K 0.09%
1,810
+74
80
$227K 0.09%
7,221
81
$215K 0.08%
+681
82
$214K 0.08%
351
+1
83
$22.7K 0.01%
10,850
84
$9.55K ﹤0.01%
10,000
1 2 3
4