PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Return
8.8%
This Quarter Return
+9.07%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$4.62B
AUM Growth
+$409M
(+9.7%)
Cap. Flow
+$74.8M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
32.05%
Holding
556
New
30
Increased
221
Reduced
151
Closed
26
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$20M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$19M |
| 3 |
SPDR Gold Trust
GLD
|
+$10.3M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$7.33M |
| 5 |
Sherwin-Williams
SHW
|
+$6.64M |
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$20.4M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$19M |
| 3 |
Invesco Short Term Treasury ETF
TBLL
|
+$10.4M |
| 4 |
Automatic Data Processing
ADP
|
+$4.51M |
| 5 |
Air Products & Chemicals
APD
|
+$4.23M |
Sector Composition
| 1 | Technology | 15.69% |
| 2 | Financials | 14.12% |
| 3 | Healthcare | 10.9% |
| 4 | Industrials | 7.62% |
| 5 | Consumer Discretionary | 6.89% |
