PFPT

Pinnacle Financial Partners (Tennessee) Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$779M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$22.3M
3
+$19.9M
4
KO icon
Coca-Cola
KO
+$5.4M
5
XOM icon
Exxon Mobil
XOM
+$3.18M

Top Sells

1
+$28.1M
2
+$7.46M
3
+$2.11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.81M
5
AMZN icon
Amazon
AMZN
+$1.81M

Sector Composition

1 Financials 19.09%
2 Healthcare 9.24%
3 Technology 7.8%
4 Consumer Staples 7.3%
5 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-100
327
– –
-2,175
328
– –
-322
329
– –
-82
330
– –
-961
331
– –
-200
332
– –
-2
333
– –
-90
334
– –
-21,994
335
– –
-300
336
– –
-17,588
337
– –
-52
338
– –
-8,300
339
– –
-4,600
340
– –
-1,250
341
– –
-2,300
342
– –
-49
343
– –
-245
344
– –
-1,230
345
– –
-554
346
– –
-1,100
347
– –
-253
348
– –
-66
349
– –
-95
350
– –
-227
12 13
14
15 16