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

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

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
226
$430K 0.04%
3,765
227
$422K 0.04%
8,163
+3,138
228
$412K 0.04%
3,912
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229
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6,369
-1
230
$402K 0.04%
+19,238
231
$394K 0.04%
18,795
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232
$390K 0.04%
19,160
233
$389K 0.04%
5,884
234
$388K 0.04%
2,858
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235
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236
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4,192
237
$365K 0.04%
22,524
238
$356K 0.04%
13,973
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239
$356K 0.04%
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240
$355K 0.04%
6,253
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241
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2,312
242
$346K 0.04%
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243
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244
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245
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246
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2,194
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247
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2,036
-2
248
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+2,046
249
$328K 0.03%
5,786
250
$328K 0.03%
9,588
+2,031
8 9
10
11 12