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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.15M
3
+$3.49M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.3M

Top Sells

1
+$5.51M
2
+$5.28M
3
+$3.69M
4
QCOM icon
Qualcomm
QCOM
+$2.23M
5
AMT icon
American Tower
AMT
+$1.94M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
+61
402
$3K ﹤0.01%
+500
403
$3K ﹤0.01%
+256
404
$2K ﹤0.01%
+37
405
$2K ﹤0.01%
+152
406
$1K ﹤0.01%
+54
407
$1K ﹤0.01%
+14
408
$1K ﹤0.01%
+20
409
$1K ﹤0.01%
+125
410
– –
-10,200
411
– –
-1,320
412
– –
-5,047
413
– –
-1,708
414
– –
-5,769
415
– –
-3,849
416
$0 ﹤0.01%
+14
417
– –
-7,803
418
– –
-2,238
419
– –
-7,500
420
– –
-200
421
– –
-2,740
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