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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$913K 0.02%
2,715
+57
252
$911K 0.02%
5,755
-53
253
$897K 0.02%
5,360
-125
254
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36,284
255
$870K 0.02%
6,720
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256
$866K 0.02%
12,791
-11,409
257
$855K 0.02%
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258
$851K 0.02%
36,763
259
$833K 0.02%
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260
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20,973
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261
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262
$817K 0.02%
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263
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4,779
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264
$766K 0.02%
3,614
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265
$763K 0.02%
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266
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5,563
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18,462
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268
$749K 0.02%
22,882
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269
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3,508
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271
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272
$712K 0.02%
4,976
+173
273
$707K 0.02%
2,904
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274
$705K 0.02%
3,783
275
$693K 0.02%
9,089
-2,100
9 10
11
12 13