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
$1.75B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$9.11M
4
GLD icon
SPDR Gold Trust
GLD
+$7.39M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.1M

Top Sells

1
+$9.23M
2
+$6.52M
3
+$5.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.18M
5
AEP icon
American Electric Power
AEP
+$5.12M

Sector Composition

1 Technology 10.9%
2 Financials 9.89%
3 Healthcare 8.22%
4 Industrials 6.51%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$316K 0.02%
+1,754
277
$315K 0.02%
21,774
278
$313K 0.02%
2,403
-401
279
$312K 0.02%
4,334
-3,457
280
$295K 0.02%
1,033
+13
281
$294K 0.02%
4,195
282
$292K 0.02%
12,627
-7,389
283
$291K 0.02%
3,471
284
$286K 0.02%
1,640
285
$277K 0.02%
3,786
286
$276K 0.02%
11,842
-617
287
$274K 0.02%
21,600
288
$267K 0.02%
1
289
$264K 0.02%
12,954
290
$261K 0.01%
3,755
291
$261K 0.01%
+4,010
292
$258K 0.01%
2,955
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293
$252K 0.01%
4,144
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294
$252K 0.01%
727
295
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+5,896
296
$251K 0.01%
+2,356
297
$251K 0.01%
8,083
298
$245K 0.01%
1,400
-695
299
$244K 0.01%
10,020
+7
300
$229K 0.01%
6,512
-173
10 11
12
13 14