PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.96B
1-Year Est. Return 8.8%
This Quarter Est. Return
1 Year Est. Return
+8.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.15M
3
+$1.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.36M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.22M

Top Sells

1
+$4.86M
2
+$2.33M
3
+$1.43M
4
PWR icon
Quanta Services
PWR
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.17M

Sector Composition

1 Financials 13.63%
2 Healthcare 13.45%
3 Technology 10.71%
4 Consumer Staples 9.08%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$227K 0.07%
4,795
+200
227
$224K 0.07%
+3,320
228
$220K 0.07%
+1,114
229
$220K 0.07%
+7,022
230
$218K 0.07%
+9,715
231
$214K 0.07%
+12,535
232
$213K 0.07%
5,470
+245
233
$212K 0.07%
+8,040
234
$211K 0.07%
13,605
235
$208K 0.06%
8,000
236
$206K 0.06%
+2,712
237
$206K 0.06%
+4,055
238
$205K 0.06%
12,900
-2,246
239
$205K 0.06%
6,097
-10,820
240
$203K 0.06%
+159
241
$145K 0.05%
21,480
-36,112
242
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-6,305
243
– –
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244
– –
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245
– –
-30,600
246
– –
-378
247
– –
-5,454
248
– –
-1,348
249
– –
-8,220
250
– –
-128
7 8 9
10
11