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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.13M
3
+$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1
+$3.77M
2
+$1.44M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$259K 0.02%
1,816
-145
277
$258K 0.02%
+43,560
278
$258K 0.02%
4,075
279
$255K 0.02%
3,944
+409
280
$254K 0.02%
4,055
281
$252K 0.02%
4,206
+36
282
$250K 0.02%
6,081
+38
283
$249K 0.02%
15,776
-1,095
284
$247K 0.02%
10,500
285
$245K 0.02%
14,891
+2,770
286
$244K 0.02%
1,870
287
$240K 0.02%
1,971
-6
288
$239K 0.02%
+2,214
289
$238K 0.02%
+1,166
290
$238K 0.02%
4,682
-248
291
$235K 0.02%
3,222
292
$233K 0.02%
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293
$227K 0.02%
12,054
294
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+7,798
295
$224K 0.02%
3,284
-110
296
$220K 0.02%
+2,294
297
$220K 0.02%
1,678
-39
298
$219K 0.02%
+3,000
299
$219K 0.02%
3,374
+176
300
$212K 0.02%
7,033
-210
10 11
12
13 14