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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$113K 0.01%
+10,158
327
$108K 0.01%
1,728
-2,026
328
$101K 0.01%
+1,095
329
$96K 0.01%
+2,856
330
$88K 0.01%
5,715
-8,637
331
$76K 0.01%
+475
332
$76K 0.01%
+59
333
$74K 0.01%
+1,578
334
$73K 0.01%
+1,000
335
$69K 0.01%
18,000
336
$60K 0.01%
+1,388
337
$57K 0.01%
+1,142
338
$53K 0.01%
+7,233
339
$43K ﹤0.01%
+540
340
$43K ﹤0.01%
+1,229
341
$42K ﹤0.01%
+319
342
$42K ﹤0.01%
+1,232
343
$41K ﹤0.01%
+750
344
$41K ﹤0.01%
+700
345
$39K ﹤0.01%
+620
346
$36K ﹤0.01%
+1,961
347
$36K ﹤0.01%
+760
348
$35K ﹤0.01%
+158
349
$35K ﹤0.01%
+1,064
350
$33K ﹤0.01%
+887
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