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
$507M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.43M
3
+$1.25M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.17M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.01M

Top Sells

1
+$2.17M
2
+$885K
3
+$811K
4
DVY icon
iShares Select Dividend ETF
DVY
+$615K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$599K

Sector Composition

1 Financials 14.23%
2 Healthcare 11.45%
3 Technology 10.82%
4 Consumer Staples 8.24%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$232K 0.05%
4,700
-1,355
227
$231K 0.05%
4,236
228
$231K 0.05%
+2,312
229
$229K 0.05%
+2,958
230
$229K 0.05%
+4,857
231
$224K 0.04%
+126
232
$222K 0.04%
4,000
233
$215K 0.04%
+6,397
234
$215K 0.04%
1,103
-7
235
$212K 0.04%
1,973
+30
236
$209K 0.04%
+5,514
237
$206K 0.04%
5,708
-50
238
$203K 0.04%
+3,233
239
$203K 0.04%
+1,685
240
$201K 0.04%
+3,175
241
$163K 0.03%
582
-220
242
$132K 0.03%
34,000
243
$124K 0.02%
+5,180
244
$93K 0.02%
+14,632
245
– –
-11,000
246
– –
-12,197
247
– –
-2,898
248
– –
-6,415
249
– –
-12,953
250
– –
-8,000
7 8 9
10
11