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
$1.75B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$9.11M
4
GLD icon
SPDR Gold Trust
GLD
+$7.39M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.1M

Top Sells

1
+$9.23M
2
+$6.52M
3
+$5.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.18M
5
AEP icon
American Electric Power
AEP
+$5.12M

Sector Composition

1 Technology 10.9%
2 Financials 9.89%
3 Healthcare 8.22%
4 Industrials 6.51%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$398K 0.02%
+5,976
252
$395K 0.02%
5,606
+303
253
$390K 0.02%
+18,550
254
$389K 0.02%
13,905
255
$384K 0.02%
1,619
256
$382K 0.02%
+1,315
257
$371K 0.02%
2,711
+50
258
$371K 0.02%
7,270
+1,874
259
$367K 0.02%
5,646
260
$363K 0.02%
935
-68
261
$362K 0.02%
3,945
+1,260
262
$361K 0.02%
1,828
263
$359K 0.02%
2,673
-608
264
$356K 0.02%
3,534
-478
265
$354K 0.02%
1,402
266
$353K 0.02%
1,509
267
$345K 0.02%
1,825
-122
268
$343K 0.02%
2,449
-171
269
$342K 0.02%
682
-61
270
$340K 0.02%
5,808
-3,194
271
$337K 0.02%
914
272
$326K 0.02%
+12,800
273
$326K 0.02%
7,609
+111
274
$322K 0.02%
5,302
-85,349
275
$320K 0.02%
+2,140
9 10
11
12 13