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
251
$326K 0.03%
2,341
+794
252
$324K 0.03%
5,697
-1,956
253
$315K 0.03%
5,625
254
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2,149
-47
255
$299K 0.03%
1
256
$297K 0.03%
5,678
257
$295K 0.03%
9,376
258
$295K 0.03%
4,111
259
$294K 0.03%
1,961
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260
$294K 0.03%
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261
$293K 0.03%
9,416
262
$290K 0.03%
4,840
263
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12,140
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264
$286K 0.03%
3,664
-1,912
265
$286K 0.03%
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266
$284K 0.03%
16,070
267
$284K 0.03%
6,875
-1,715
268
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437
269
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4,930
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270
$281K 0.03%
5,069
271
$274K 0.03%
4,436
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272
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4,140
-1,953
273
$268K 0.03%
16,871
274
$267K 0.03%
8,874
+844
275
$266K 0.03%
2,220
-200
9 10
11
12 13