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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$10.9M
3
+$4.39M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.85M
5
HD icon
Home Depot
HD
+$2.34M

Top Sells

1
+$11.4M
2
+$5.07M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.69M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+20
452
$1K ﹤0.01%
+100
453
$1K ﹤0.01%
+25
454
– –
-3,474
455
– –
-10,110
456
– –
-4,137
457
– –
-4,840
458
– –
-34,191
459
– –
-2,005
460
– –
-9,000
461
– –
-2,312
462
$0 ﹤0.01%
+1
463
– –
-7,933
464
$0 ﹤0.01%
+100
15 16 17 18
19