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
$4.18B
AUM Growth
-$577M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$6.31M
3
+$5.38M
4
MS icon
Morgan Stanley
MS
+$4.48M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.86M

Top Sells

1
+$70.4M
2
+$66.7M
3
+$65.7M
4
AMZN icon
Amazon
AMZN
+$64.8M
5
JPM icon
JPMorgan Chase
JPM
+$53.7M

Sector Composition

1 Technology 17.6%
2 Financials 14.26%
3 Healthcare 7.48%
4 Industrials 6.73%
5 Communication Services 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
326
Palantir
PLTR
$437B
$559K 0.01%
+3,064
RDVY icon
327
First Trust Rising Dividend Achievers ETF
RDVY
$19B
$552K 0.01%
8,207
-310
SLYV icon
328
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.22B
$549K 0.01%
6,194
-16,884
PRF icon
329
Invesco FTSE RAFI US 1000 ETF
PRF
$8.6B
$544K 0.01%
12,027
-1,560
TBIL
330
US Treasury 3 Month Bill ETF
TBIL
$6.31B
$538K 0.01%
10,757
ATO icon
331
Atmos Energy
ATO
$27.2B
$530K 0.01%
3,105
+15
DD icon
332
DuPont de Nemours
DD
$17.1B
$527K 0.01%
6,760
-174
PREF icon
333
Principal Spectrum Preferred Securities Active ETF
PREF
$1.39B
$526K 0.01%
27,460
-2,812
GSK icon
334
GSK
GSK
$99.4B
$523K 0.01%
12,111
+667
EYLD icon
335
Cambria Emerging Shareholder Yield ETF
EYLD
$623M
$521K 0.01%
14,007
FLQM icon
336
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.78B
$499K 0.01%
8,835
+220
TIP icon
337
iShares TIPS Bond ETF
TIP
$14B
$498K 0.01%
4,478
+6
TFLO icon
338
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
$494K 0.01%
9,770
+138
XLI icon
339
State Street Industrial Select Sector SPDR ETF
XLI
$25.6B
$491K 0.01%
3,182
+801
J icon
340
Jacobs Solutions
J
$16.1B
$474K 0.01%
3,165
-389
XEL icon
341
Xcel Energy
XEL
$44.8B
$472K 0.01%
5,856
+493
DEO icon
342
Diageo
DEO
$49.4B
$469K 0.01%
4,910
-375
ARE icon
343
Alexandria Real Estate Equities
ARE
$8.19B
$462K 0.01%
5,544
+74
TEL icon
344
TE Connectivity
TEL
$67.7B
$454K 0.01%
2,069
+573
MPLX icon
345
MPLX
MPLX
$55.8B
$450K 0.01%
+9,000
ORLY icon
346
O'Reilly Automotive
ORLY
$80.3B
$448K 0.01%
4,158
+249
D icon
347
Dominion Energy
D
$51.1B
$448K 0.01%
7,324
-1,395
AZN icon
348
AstraZeneca
AZN
$284B
$443K 0.01%
5,772
+1,652
RNST icon
349
Renasant Corp
RNST
$3.53B
$441K 0.01%
11,945
-730
XLG icon
350
Invesco S&P 500 Top 50 ETF
XLG
$11.5B
$436K 0.01%
7,576
-1,249
12 13
14
15 16