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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.13M
3
+$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1
+$3.77M
2
+$1.44M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$211K 0.02%
5,514
302
$211K 0.02%
+22,240
303
$209K 0.02%
+5,540
304
$205K 0.02%
+1,316
305
$202K 0.02%
+1,620
306
$197K 0.02%
11,697
+550
307
$195K 0.02%
4,955
+1,069
308
$179K 0.02%
4,500
-4,000
309
$177K 0.02%
1,665
+104
310
$164K 0.02%
1,967
-57
311
$163K 0.02%
800
312
$159K 0.02%
7,696
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313
$154K 0.01%
4,426
314
$151K 0.01%
3,465
-198
315
$139K 0.01%
11,500
+600
316
$135K 0.01%
+10,700
317
$124K 0.01%
2,208
-271
318
$115K 0.01%
1,095
319
$112K 0.01%
10,158
320
$110K 0.01%
2,253
-1,723
321
$101K 0.01%
2,324
-1,009
322
$99K 0.01%
575
+100
323
$98K 0.01%
2,856
324
$89K 0.01%
3,756
-1,995
325
$87K 0.01%
1,682
-1,032
11 12
13
14 15