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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.13M
3
+$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1
+$3.77M
2
+$1.44M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$87K 0.01%
5,715
327
$74K 0.01%
59
328
$73K 0.01%
+1,500
329
$72K 0.01%
3,979
+2,018
330
$71K 0.01%
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331
$64K 0.01%
1,388
332
$63K 0.01%
1,892
-5,674
333
$58K 0.01%
7,668
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334
$58K 0.01%
+400
335
$58K 0.01%
3,738
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336
$54K 0.01%
+500
337
$54K 0.01%
1,032
-110
338
$47K ﹤0.01%
966
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339
$44K ﹤0.01%
1,103
-126
340
$44K ﹤0.01%
887
341
$44K ﹤0.01%
1,232
342
$43K ﹤0.01%
158
343
$43K ﹤0.01%
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344
$42K ﹤0.01%
700
345
$40K ﹤0.01%
750
346
$40K ﹤0.01%
319
347
$40K ﹤0.01%
1,064
348
$37K ﹤0.01%
+2,510
349
$34K ﹤0.01%
717
-861
350
$34K ﹤0.01%
298
+73
12 13
14
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