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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$203K 0.02%
+2,130
327
$201K 0.02%
+2,133
328
$179K 0.01%
+911
329
$175K 0.01%
+969
330
$175K 0.01%
11,610
331
$172K 0.01%
10,467
+314
332
$169K 0.01%
+3,618
333
$166K 0.01%
+9,468
334
$158K 0.01%
+4,426
335
$143K 0.01%
+12,588
336
$139K 0.01%
+3,550
337
$129K 0.01%
+4,500
338
$128K 0.01%
+14,569
339
$118K 0.01%
+2,208
340
$98K 0.01%
+2,277
341
$97K 0.01%
+12,942
342
$91K 0.01%
+1,725
343
$84K 0.01%
520
-1,353
344
$78K 0.01%
3,236
-1
345
$75K 0.01%
+914
346
$74K 0.01%
+1,032
347
$71K 0.01%
+2,856
348
$69K 0.01%
+7,500
349
$61K ﹤0.01%
+1,892
350
$60K ﹤0.01%
+3,753
12 13
14
15 16