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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$693K 0.02%
1,555
-45
277
$693K 0.02%
30,822
278
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279
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$638K 0.02%
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282
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283
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284
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285
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286
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287
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288
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289
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3,783
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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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29,117
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295
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296
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8,450
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297
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+15,032
298
$460K 0.01%
4,538
+116
299
$459K 0.01%
5,311
-95
300
$452K 0.01%
1,240
-48
10 11
12
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