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
76
$389K 0.12%
20,680
+3,922
77
$389K 0.12%
1,811
+10
78
$382K 0.12%
3,438
-270
79
$381K 0.12%
7,064
+617
80
$349K 0.11%
2,270
-156
81
$339K 0.1%
1,463
+37
82
$316K 0.1%
5,927
+1,530
83
$312K 0.09%
701
+13
84
$307K 0.09%
9,816
+165
85
$307K 0.09%
4,419
+2
86
$303K 0.09%
1,406
+33
87
$299K 0.09%
+6,230
88
$292K 0.09%
3,350
89
$279K 0.08%
3,486
-12
90
$270K 0.08%
1,941
+30
91
$267K 0.08%
812
+2
92
$267K 0.08%
2,410
-201
93
$264K 0.08%
3,359
94
$262K 0.08%
+6,737
95
$255K 0.08%
1,751
+2
96
$255K 0.08%
1,640
+31
97
$241K 0.07%
328
-17
98
$234K 0.07%
1,747
-9
99
$231K 0.07%
+949
100
$230K 0.07%
+1,444
1 2 3
4
5