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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$552K 0.04%
13,929
-2,070
227
$550K 0.04%
4,199
+109
228
$545K 0.04%
15,301
+7,305
229
$544K 0.04%
3,076
-17,206
230
$534K 0.04%
4,033
+341
231
$534K 0.04%
+24,000
232
$508K 0.04%
9,002
-3,174
233
$492K 0.03%
16,336
+53
234
$484K 0.03%
7,181
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235
$484K 0.03%
3,630
+1,610
236
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5,191
-6
237
$482K 0.03%
34,105
+2,148
238
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3,691
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239
$473K 0.03%
5,890
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240
$437K 0.03%
6,371
241
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14,100
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242
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21,410
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243
$432K 0.03%
2,397
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244
$423K 0.03%
1,617
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245
$423K 0.03%
4,430
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246
$418K 0.03%
7,791
-385
247
$417K 0.03%
3,281
-58
248
$417K 0.03%
20,016
-11,867
249
$411K 0.03%
31,794
250
$407K 0.03%
2,147
-4,027
8 9
10
11 12