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
301
$449K 0.01%
2,438
-131
302
$448K 0.01%
5,991
-4,718
303
$439K 0.01%
13,990
+415
304
$436K 0.01%
19,700
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305
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5,348
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306
$428K 0.01%
8,460
+3,656
307
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1,396
-7
308
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4,645
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309
$422K 0.01%
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310
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16,494
311
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312
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1,158
-2,032
313
$411K 0.01%
10,636
+10,576
314
$409K 0.01%
4,038
-6,038
315
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316
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317
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318
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10,217
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319
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22,229
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320
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11,083
321
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+3,342
322
$387K 0.01%
3,000
+375
323
$387K 0.01%
1,751
+1,102
324
$385K 0.01%
3,088
+792
325
$372K 0.01%
4,494
+5
11 12
13
14 15