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
251
$309K 0.03%
4,106
-648
252
$304K 0.03%
4,639
+37
253
$302K 0.03%
+9,376
254
$302K 0.03%
2,095
-138
255
$302K 0.03%
4,050
-848
256
$298K 0.03%
1
257
$298K 0.03%
+2,038
258
$297K 0.03%
7,803
+1,407
259
$293K 0.03%
4,300
260
$292K 0.03%
4,111
261
$291K 0.03%
5,678
+407
262
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+3,085
263
$289K 0.03%
4,840
264
$287K 0.03%
+1,514
265
$282K 0.03%
162
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266
$276K 0.03%
8,500
267
$276K 0.03%
4,816
+158
268
$274K 0.03%
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269
$273K 0.03%
4,333
-43
270
$270K 0.03%
6,140
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271
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+6,358
272
$267K 0.03%
7,557
+519
273
$265K 0.03%
+16,871
274
$265K 0.03%
4,170
-10
275
$263K 0.03%
6,617
+345
9 10
11
12 13