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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$242K 0.02%
+1,902
302
$241K 0.02%
21,356
+498
303
$240K 0.02%
3,160
-2
304
$237K 0.02%
+2,823
305
$236K 0.02%
+2,251
306
$236K 0.02%
5,337
+45
307
$235K 0.02%
3,161
-2,697
308
$235K 0.02%
10,500
309
$234K 0.02%
1,831
-120
310
$230K 0.02%
+4,400
311
$230K 0.02%
8,432
-3,910
312
$225K 0.02%
15,776
313
$224K 0.02%
1,840
-419
314
$224K 0.02%
+2,947
315
$223K 0.02%
6,237
-2,210
316
$216K 0.02%
+1,399
317
$215K 0.02%
+5,514
318
$215K 0.02%
2,679
-348
319
$215K 0.02%
5,950
-5,906
320
$214K 0.02%
+21,600
321
$214K 0.02%
+11,592
322
$209K 0.02%
+3,560
323
$206K 0.02%
10,043
-2,982
324
$205K 0.02%
+4,500
325
$204K 0.02%
+1,189
11 12
13
14 15