PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$948M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$7.36M
3
+$6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.89M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.33M

Top Sells

1
+$776K
2
+$762K
3
+$747K
4
SLB icon
SLB Ltd
SLB
+$702K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$586K

Sector Composition

1 Financials 17.68%
2 Healthcare 8.53%
3 Technology 7.59%
4 Consumer Staples 7.12%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$409K 0.04%
12,808
+36
227
$408K 0.04%
6,953
-351
228
$406K 0.04%
+7,760
229
$404K 0.04%
22,524
+6,000
230
$393K 0.04%
+5,884
231
$392K 0.04%
+2,312
232
$391K 0.04%
+18,323
233
$388K 0.04%
5,625
234
$385K 0.04%
5,646
+400
235
$384K 0.04%
+2,834
236
$383K 0.04%
4,033
-871
237
$365K 0.04%
+7,613
238
$357K 0.04%
+9,416
239
$352K 0.04%
19,160
-30
240
$349K 0.04%
7,640
+212
241
$341K 0.04%
5,786
+1,237
242
$340K 0.04%
2,196
+338
243
$332K 0.04%
5,069
244
$329K 0.03%
3,085
+10
245
$329K 0.03%
4,192
246
$317K 0.03%
16,070
+670
247
$314K 0.03%
8,720
-5,372
248
$312K 0.03%
7,251
+1,658
249
$312K 0.03%
2,740
+30
250
$311K 0.03%
+437
8 9
10
11 12