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
$948M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$7.36M
3
+$6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.89M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.33M

Top Sells

1
+$776K
2
+$762K
3
+$747K
4
SLB icon
SLB Ltd
SLB
+$702K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$586K

Sector Composition

1 Financials 17.68%
2 Healthcare 8.53%
3 Technology 7.59%
4 Consumer Staples 7.12%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$254K 0.03%
5,025
+162
277
$254K 0.03%
10,500
278
$250K 0.03%
+1,340
279
$250K 0.03%
2,420
+200
280
$248K 0.03%
1,951
-241
281
$248K 0.03%
4,055
282
$248K 0.03%
9,000
283
$243K 0.03%
+3,651
284
$238K 0.03%
5,027
-3,550
285
$237K 0.03%
+8,415
286
$237K 0.03%
+8,030
287
$233K 0.02%
+3,474
288
$233K 0.02%
+3,575
289
$233K 0.02%
16,180
-5,985
290
$230K 0.02%
3,754
-3,139
291
$230K 0.02%
14,352
-46,629
292
$230K 0.02%
+1,810
293
$229K 0.02%
3,206
+16
294
$226K 0.02%
9,916
-25,414
295
$223K 0.02%
+1,320
296
$221K 0.02%
+7,249
297
$219K 0.02%
+1,870
298
$218K 0.02%
3,222
-140
299
$217K 0.02%
+1,717
300
$214K 0.02%
+914
9 10 11
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