PFG
Pinnacle Financial Group Portfolio holdings
AUM
$299M
1-Year Est. Return
13.03%
1 Year Est. Return
+13.03%
AUM
$299M
AUM Growth
+$23.5M
(+8.5%)
Holding
105
Top Buys
| 1 | +$3.53M | |
| 2 | +$1.11M | |
| 3 | +$636K | |
| 4 |
VSDB
Vanguard Short Duration Bond ETF
VSDB
|
+$471K |
| 5 |
PGIM Total Return Bond ETF
PTRB
|
+$385K |
Top Sells
| 1 | +$770K | |
| 2 | +$526K | |
| 3 | +$460K | |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$420K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$407K |
Sector Composition
| 1 | Consumer Discretionary | 1.8% |
| 2 | Financials | 1.42% |
| 3 | Technology | 1.36% |
| 4 | Industrials | 0.43% |
| 5 | Energy | 0.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Xilio Therapeutics
XLO
$38.5M
| $6.8K | ﹤0.01% |
10,000
|
|
||
102
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$291M
| – | – |
-8,475
|
|
||
103
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$275M
| – | – |
-8,600
|
|
||
104
Walt Disney
DIS
$199B
| – | – |
-2,276
|
|
||
105
PepsiCo
PEP
$210B
| – | – |
-1,421
|
|