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
$4.94B
AUM Growth
-$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.55M
3
+$4.81M
4
WM icon
Waste Management
WM
+$4.77M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.24M

Top Sells

1
+$23.1M
2
+$11.2M
3
+$9.78M
4
MCHP icon
Microchip Technology
MCHP
+$7.95M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Technology 16.74%
2 Financials 13.57%
3 Healthcare 10.32%
4 Industrials 7.68%
5 Consumer Discretionary 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDVY icon
326
First Trust Rising Dividend Achievers ETF
RDVY
$16.8B
$483K 0.01%
8,167
+712
UBSI icon
327
United Bankshares
UBSI
$4.99B
$482K 0.01%
12,839
NVS icon
328
Novartis
NVS
$254B
$476K 0.01%
4,823
+198
TFLO icon
329
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
$469K 0.01%
9,283
+498
FLQM icon
330
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.7B
$468K 0.01%
8,615
+3,800
MSI icon
331
Motorola Solutions
MSI
$74.1B
$458K 0.01%
996
+3
APH icon
332
Amphenol
APH
$153B
$457K 0.01%
6,579
-629
IYW icon
333
iShares US Technology ETF
IYW
$22.1B
$447K 0.01%
2,805
-235
TRP icon
334
TC Energy
TRP
$53.5B
$447K 0.01%
9,610
-109
TIP icon
335
iShares TIPS Bond ETF
TIP
$13.9B
$443K 0.01%
4,154
+233
DD icon
336
DuPont de Nemours
DD
$33.3B
$441K 0.01%
5,789
+94
EYLD icon
337
Cambria Emerging Shareholder Yield ETF
EYLD
$583M
$439K 0.01%
14,007
J icon
338
Jacobs Solutions
J
$18.6B
$431K 0.01%
3,256
+407
BA icon
339
Boeing
BA
$161B
$425K 0.01%
2,401
-420
XLG icon
340
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$423K 0.01%
8,525
GM icon
341
General Motors
GM
$55.6B
$419K 0.01%
9,337
IP icon
342
International Paper
IP
$24.6B
$410K 0.01%
8,398
ATO icon
343
Atmos Energy
ATO
$28.3B
$407K 0.01%
2,921
+84
VMC icon
344
Vulcan Materials
VMC
$39B
$406K 0.01%
1,581
+466
HPQ icon
345
HP
HPQ
$25.6B
$400K 0.01%
12,265
+319
CHH icon
346
Choice Hotels
CHH
$4.61B
$395K 0.01%
2,781
+1
STWD icon
347
Starwood Property Trust
STWD
$6.81B
$389K 0.01%
19,090
BP icon
348
BP
BP
$85B
$386K 0.01%
13,073
+1,426
SNPS icon
349
Synopsys
SNPS
$83.1B
$384K 0.01%
775
+1
CARR icon
350
Carrier Global
CARR
$47.8B
$383K 0.01%
5,502
+71
12 13
14
15 16