PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
-12.8%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$2.81B
AUM Growth
+$2.81B
(-11%)
Cap. Flow
+$134M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
25.74%
Holding
463
New
24
Increased
213
Reduced
95
Closed
28
Top Buys
| 1 |
Amazon
AMZN
|
$41.2M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$10.5M |
| 3 |
Salesforce
CRM
|
$9.97M |
| 4 |
IBM
IBM
|
$9.17M |
| 5 |
Coca-Cola
KO
|
$7.21M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$14.1M |
| 2 |
CVS Health
CVS
|
$7.95M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$6.94M |
| 4 |
Cisco
CSCO
|
$4.84M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.69M |
Sector Composition
| 1 | Technology | 13.35% |
| 2 | Financials | 13.13% |
| 3 | Healthcare | 11.31% |
| 4 | Industrials | 7.96% |
| 5 | Consumer Discretionary | 5.07% |
