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
76
$274K 0.1%
1,876
+45
77
$267K 0.1%
4,534
-183
78
$261K 0.09%
+3,359
79
$253K 0.09%
3,350
80
$250K 0.09%
+2,568
81
$238K 0.09%
+1,421
82
$233K 0.08%
4,046
-1,030
83
$229K 0.08%
652
-29
84
$225K 0.08%
+2,276
85
$224K 0.08%
227
+2
86
$221K 0.08%
1,812
+2
87
$216K 0.08%
+583
88
$216K 0.08%
+1,628
89
$213K 0.08%
1,421
-491
90
$203K 0.07%
+8,600
91
$202K 0.07%
+3,982
92
$200K 0.07%
+8,475
93
$195K 0.07%
+10,402
94
$12.6K ﹤0.01%
10,850
95
$7.24K ﹤0.01%
10,000
96
– –
-7,234
97
– –
-25,189
98
– –
-351
99
– –
-7,221
1 2 3
4