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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$405K 0.03%
4,082
+326
252
$403K 0.03%
12,016
+2,240
253
$396K 0.03%
8,064
+355
254
$388K 0.03%
8,133
-2,100
255
$376K 0.03%
3,565
+1,900
256
$375K 0.03%
2,841
+6
257
$363K 0.03%
2,800
+371
258
$360K 0.03%
1,157
+243
259
$359K 0.03%
4,581
-12,272
260
$356K 0.03%
+1,894
261
$353K 0.03%
9,568
+28
262
$347K 0.03%
5,069
263
$347K 0.03%
2,162
+23
264
$339K 0.03%
3,305
+115
265
$339K 0.03%
+2,312
266
$333K 0.03%
5,858
-329
267
$328K 0.03%
16,070
268
$325K 0.03%
18,907
+4,016
269
$322K 0.03%
5,097
270
$320K 0.03%
1
271
$319K 0.03%
1,994
+124
272
$318K 0.03%
45,320
+1,760
273
$312K 0.03%
1,676
+1,101
274
$311K 0.03%
5,200
+1,125
275
$305K 0.03%
5,259
+3,759
9 10
11
12 13