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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$309K 0.02%
6,875
277
$309K 0.02%
4,932
-1,000
278
$305K 0.02%
+5,756
279
$304K 0.02%
+6,084
280
$301K 0.02%
1
281
$299K 0.02%
+1,370
282
$298K 0.02%
2,661
+36
283
$296K 0.02%
+4,937
284
$296K 0.02%
+5,271
285
$295K 0.02%
12,054
286
$294K 0.02%
5,670
+1,206
287
$293K 0.02%
11,259
288
$290K 0.02%
2,565
-78
289
$288K 0.02%
223
+3
290
$279K 0.02%
7,813
+564
291
$279K 0.02%
3,529
-328
292
$268K 0.02%
3,118
-343
293
$266K 0.02%
3,012
-34
294
$263K 0.02%
1,496
-542
295
$262K 0.02%
+2,426
296
$261K 0.02%
4,055
297
$260K 0.02%
4,677
-425
298
$250K 0.02%
1,578
-1,127
299
$243K 0.02%
+3,535
300
$242K 0.02%
+1,279
10 11
12
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