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
351
$32K ﹤0.01%
+1,100
352
$32K ﹤0.01%
+1,400
353
$31K ﹤0.01%
+660
354
$31K ﹤0.01%
+395
355
$31K ﹤0.01%
+207
356
$29K ﹤0.01%
+1,144
357
$28K ﹤0.01%
+708
358
$27K ﹤0.01%
+384
359
$25K ﹤0.01%
+225
360
$24K ﹤0.01%
+930
361
$24K ﹤0.01%
+1,591
362
$22K ﹤0.01%
+727
363
$22K ﹤0.01%
+691
364
$22K ﹤0.01%
+750
365
$22K ﹤0.01%
+380
366
$22K ﹤0.01%
+621
367
$21K ﹤0.01%
+444
368
$19K ﹤0.01%
+1,000
369
$19K ﹤0.01%
+979
370
$18K ﹤0.01%
+1,316
371
$17K ﹤0.01%
+159
372
$17K ﹤0.01%
+359
373
$17K ﹤0.01%
+410
374
$16K ﹤0.01%
+240
375
$15K ﹤0.01%
+2,725
13 14
15
16 17