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
$1.75B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$9.11M
4
GLD icon
SPDR Gold Trust
GLD
+$7.39M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.1M

Top Sells

1
+$9.23M
2
+$6.52M
3
+$5.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.18M
5
AEP icon
American Electric Power
AEP
+$5.12M

Sector Composition

1 Technology 10.9%
2 Financials 9.89%
3 Healthcare 8.22%
4 Industrials 6.51%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$108K 0.01%
17,832
+829
327
$107K 0.01%
2,685
+86
328
$100K 0.01%
1,915
+97
329
$98K 0.01%
4,839
-3,854
330
$81K ﹤0.01%
1,906
-8,254
331
$78K ﹤0.01%
4,474
332
$75K ﹤0.01%
2,564
333
$75K ﹤0.01%
1,094
+272
334
$74K ﹤0.01%
2,207
-88,638
335
$70K ﹤0.01%
729
336
$60K ﹤0.01%
1,576
+576
337
$54K ﹤0.01%
3,591
338
$54K ﹤0.01%
2,524
339
$53K ﹤0.01%
1,564
-741
340
$51K ﹤0.01%
1,667
341
$50K ﹤0.01%
15,400
-670
342
$50K ﹤0.01%
406
+201
343
$48K ﹤0.01%
3,700
344
$47K ﹤0.01%
1,892
345
$45K ﹤0.01%
1,599
346
$45K ﹤0.01%
+835
347
$43K ﹤0.01%
338
+145
348
$42K ﹤0.01%
3,051
349
$41K ﹤0.01%
+725
350
$38K ﹤0.01%
2,510
12 13
14
15 16