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
$4.75B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$10.3M
4
BK icon
Bank of New York Mellon
BK
+$8.24M
5
AVGO icon
Broadcom
AVGO
+$7.64M

Top Sells

1
+$49.3M
2
+$45M
3
+$44.7M
4
JPM icon
JPMorgan Chase
JPM
+$34.6M
5
V icon
Visa
V
+$32.1M

Sector Composition

1 Technology 17.01%
2 Financials 14.97%
3 Healthcare 7.63%
4 Industrials 7.32%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
276
iShares Bitcoin Trust
IBIT
$79.3B
$1M 0.02%
16,342
+412
VONE icon
277
Vanguard Russell 1000 ETF
VONE
$6.92B
$993K 0.02%
3,535
-366
VOE icon
278
Vanguard Mid-Cap Value ETF
VOE
$19B
$958K 0.02%
5,824
+1,915
MPC icon
279
Marathon Petroleum
MPC
$58.2B
$947K 0.02%
5,699
-722
AMD icon
280
Advanced Micro Devices
AMD
$380B
$922K 0.02%
6,498
+737
GEV icon
281
GE Vernova
GEV
$156B
$916K 0.02%
1,732
+534
PNC icon
282
PNC Financial Services
PNC
$72.2B
$883K 0.02%
4,739
+289
DFUV icon
283
Dimensional US Marketwide Value ETF
DFUV
$12.3B
$862K 0.02%
20,396
FLOT icon
284
iShares Floating Rate Bond ETF
FLOT
$8.97B
$861K 0.02%
16,873
-3,714
IJK icon
285
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.25B
$852K 0.02%
9,360
-1,714
VNLA icon
286
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
$850K 0.02%
17,268
-13
LNC icon
287
Lincoln National
LNC
$7.82B
$842K 0.02%
24,327
-40
SBUX icon
288
Starbucks
SBUX
$97.3B
$829K 0.02%
9,043
-1,783
PSX icon
289
Phillips 66
PSX
$55.6B
$814K 0.02%
6,823
+518
OBDC icon
290
Blue Owl Capital
OBDC
$6.2B
$782K 0.02%
54,501
SLV icon
291
iShares Silver Trust
SLV
$23.6B
$781K 0.02%
23,799
+363
IWO icon
292
iShares Russell 2000 Growth ETF
IWO
$13B
$776K 0.02%
2,715
+188
CSX icon
293
CSX Corp
CSX
$65.8B
$770K 0.02%
23,587
-347
HSY icon
294
Hershey
HSY
$34.6B
$759K 0.02%
4,574
+1
SMBK icon
295
SmartFinancial
SMBK
$605M
$735K 0.02%
21,763
ISPY icon
296
ProShares S&P 500 High Income ETF
ISPY
$999M
$715K 0.02%
+16,857
CLX icon
297
Clorox
CLX
$13.1B
$704K 0.01%
5,861
-25
SCHF icon
298
Schwab International Equity ETF
SCHF
$52.4B
$701K 0.01%
31,719
-82,292
YUM icon
299
Yum! Brands
YUM
$41.4B
$696K 0.01%
4,695
-2
MGC icon
300
Vanguard Mega Cap 300 Index ETF
MGC
$8.3B
$685K 0.01%
3,047
10 11
12
13 14