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
351
$33K ﹤0.01%
395
352
$33K ﹤0.01%
1,400
353
$32K ﹤0.01%
660
354
$30K ﹤0.01%
648
+204
355
$30K ﹤0.01%
+1,630
356
$29K ﹤0.01%
+700
357
$29K ﹤0.01%
1,000
-100
358
$27K ﹤0.01%
380
359
$27K ﹤0.01%
384
360
$23K ﹤0.01%
750
361
$22K ﹤0.01%
+400
362
$21K ﹤0.01%
270
-270
363
$21K ﹤0.01%
+450
364
$20K ﹤0.01%
159
365
$20K ﹤0.01%
979
366
$18K ﹤0.01%
240
367
$18K ﹤0.01%
104
-103
368
$17K ﹤0.01%
359
369
$16K ﹤0.01%
566
370
$15K ﹤0.01%
2,725
371
$15K ﹤0.01%
1,000
372
$15K ﹤0.01%
65
373
$13K ﹤0.01%
555
374
$13K ﹤0.01%
1,280
375
$12K ﹤0.01%
+500
13 14
15
16 17