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

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

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
226
$575K 0.05%
6,039
-250
227
$572K 0.05%
5,734
-1,704
228
$568K 0.05%
3,130
+69
229
$547K 0.04%
3,344
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230
$542K 0.04%
4,414
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231
$535K 0.04%
6,970
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232
$533K 0.04%
14,358
+1,583
233
$531K 0.04%
2,051
234
$523K 0.04%
13,460
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235
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3,163
-377
236
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237
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1,440
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238
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14,186
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239
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+3,882
240
$478K 0.04%
6,046
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241
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242
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11,097
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243
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6,401
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244
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4,072
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245
$431K 0.03%
+17,064
246
$426K 0.03%
8,495
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247
$425K 0.03%
3,399
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248
$422K 0.03%
24,637
+310
249
$415K 0.03%
5,884
250
$415K 0.03%
3,027
+306
8 9
10
11 12