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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$265K 0.03%
6,043
-3,199
277
$264K 0.03%
2,742
-343
278
$255K 0.03%
4,170
279
$253K 0.03%
4,293
-40
280
$252K 0.03%
9,051
+636
281
$251K 0.03%
4,075
+500
282
$245K 0.02%
4,055
283
$243K 0.02%
9,000
284
$241K 0.02%
1,977
+167
285
$238K 0.02%
+7,225
286
$234K 0.02%
5,834
-1,417
287
$232K 0.02%
3,474
288
$232K 0.02%
6,033
-325
289
$231K 0.02%
10,500
290
$228K 0.02%
3,976
-4,187
291
$226K 0.02%
1,870
292
$225K 0.02%
3,394
+172
293
$224K 0.02%
13,673
-2,507
294
$222K 0.02%
3,535
-116
295
$219K 0.02%
7,243
-6
296
$219K 0.02%
914
297
$217K 0.02%
1,717
298
$217K 0.02%
+9,903
299
$215K 0.02%
+5,514
300
$215K 0.02%
+2,039
10 11
12
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