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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$214K 0.02%
3,524
302
$213K 0.02%
+7,566
303
$212K 0.02%
2,920
-15
304
$212K 0.02%
12,535
305
$208K 0.02%
5,537
-1,080
306
$205K 0.02%
2,828
-1,278
307
$203K 0.02%
3,198
-8
308
$200K 0.02%
+3,222
309
$192K 0.02%
12,121
310
$181K 0.02%
+12,054
311
$176K 0.02%
+11,147
312
$167K 0.02%
+1,561
313
$165K 0.02%
+2,024
314
$159K 0.02%
+7,633
315
$152K 0.02%
800
-540
316
$152K 0.02%
+3,663
317
$144K 0.01%
+2,479
318
$141K 0.01%
+3,886
319
$131K 0.01%
+2,804
320
$131K 0.01%
2,714
-2,313
321
$129K 0.01%
+10,200
322
$128K 0.01%
+4,426
323
$126K 0.01%
10,900
324
$123K 0.01%
3,333
-5,387
325
$118K 0.01%
5,751
-4,165
11 12
13
14 15