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
101
$224K 0.07%
674
+13
102
$221K 0.07%
647
-58
103
$219K 0.07%
3,486
-560
104
$217K 0.07%
+6,431
105
$216K 0.07%
227
-1
106
$207K 0.06%
+1,500
107
$204K 0.06%
+1,456
108
$8.43K ﹤0.01%
714
109
– –
-3,380
110
– –
-10,850
111
– –
-3,982
112
– –
-352
1 2 3 4
5