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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1 +$6.44M
2 +$4.13M
3 +$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1 +$3.77M
2 +$1.44M
3 +$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$333K 0.03%
+2,438
252
$331K 0.03%
19,160
253
$328K 0.03%
5,069
254
$321K 0.03%
2,925
-217
255
$318K 0.03%
3,756
+92
256
$317K 0.03%
5,456
-241
257
$316K 0.03%
9,122
-294
258
$310K 0.03%
5,097
-689
259
$309K 0.03%
6,857
-1,140
260
$307K 0.03%
9,776
+400
261
$302K 0.03%
6,187
+1,255
262
$297K 0.03%
6,875
263
$297K 0.03%
2,429
+88
264
$295K 0.03%
16,070
265
$291K 0.03%
2,742
266
$289K 0.03%
10,276
+1,402
267
$282K 0.03%
1
268
$279K 0.03%
4,840
269
$279K 0.03%
9,000
270
$278K 0.03%
2,007
-265
271
$278K 0.03%
12,380
-1,293
272
$277K 0.03%
9,120
+69
273
$272K 0.03%
4,775
+181
274
$264K 0.03%
4,569
-1,684
275
$264K 0.03%
914