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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$296K 0.02%
914
277
$291K 0.02%
1,530
-5,450
278
$287K 0.02%
2,661
279
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3,313
-1,644
280
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1,828
-1,731
281
$275K 0.02%
4,195
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282
$274K 0.02%
11,550
-1,770
283
$273K 0.02%
2,871
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284
$272K 0.02%
1
285
$271K 0.02%
1,619
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286
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14,180
+134
287
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288
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2,891
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289
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743
290
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291
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292
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293
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294
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5,396
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295
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1,509
296
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21,774
-2,863
297
$229K 0.02%
15,670
-34,916
298
$229K 0.02%
1,640
-71
299
$224K 0.02%
3,786
300
$223K 0.02%
8,083
10 11
12
13 14