PFG
Pinnacle Financial Group Portfolio holdings
AUM
$299M
This Quarter Return
+8.18%
1 Year Return
+13.03%
3 Year Return
+40.67%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.75%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$23.2M |
| 2 |
WisdomTree US Total Dividend Fund
DTD
|
$17.6M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$9.48M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$9.36M |
| 5 |
iShares Select Dividend ETF
DVY
|
$6.17M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.36% |
| 2 | Financials | 1.98% |
| 3 | Healthcare | 1.48% |
| 4 | Consumer Staples | 1.31% |
| 5 | Industrials | 0.88% |
