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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$414K 0.03%
7,657
+334
252
$413K 0.03%
5,521
-464
253
$411K 0.03%
3,747
-8,367
254
$391K 0.03%
1,452
-230
255
$390K 0.03%
5,069
256
$385K 0.03%
5,763
+284
257
$380K 0.03%
4,088
-24
258
$379K 0.03%
+2,112
259
$375K 0.03%
+22,335
260
$372K 0.03%
5,056
-36
261
$372K 0.03%
22,595
+7,730
262
$352K 0.03%
1,165
-449
263
$349K 0.03%
2,863
+114
264
$338K 0.03%
1,294
+77
265
$333K 0.03%
10,056
+2,886
266
$327K 0.03%
16,070
267
$324K 0.03%
9,915
-4,313
268
$322K 0.03%
2,245
-25
269
$321K 0.03%
4,854
+80
270
$318K 0.03%
1,923
-7
271
$314K 0.03%
4,737
-356
272
$313K 0.03%
3,000
273
$312K 0.03%
5,738
+940
274
$311K 0.03%
+6,123
275
$310K 0.03%
2,448
+387
9 10
11
12 13