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
351
$60K ﹤0.01%
+3,738
352
$57K ﹤0.01%
+1,239
353
$54K ﹤0.01%
+481
354
$51K ﹤0.01%
+1,144
355
$50K ﹤0.01%
+3,800
356
$50K ﹤0.01%
+3,051
357
$49K ﹤0.01%
+1,000
358
$49K ﹤0.01%
+11,000
359
$49K ﹤0.01%
+2,500
360
$48K ﹤0.01%
+3,700
361
$44K ﹤0.01%
+1,102
362
$43K ﹤0.01%
+250
363
$42K ﹤0.01%
+700
364
$39K ﹤0.01%
+3,150
365
$39K ﹤0.01%
+514
366
$38K ﹤0.01%
+717
367
$33K ﹤0.01%
+820
368
$33K ﹤0.01%
+1,400
369
$32K ﹤0.01%
+475
370
$32K ﹤0.01%
+1,073
371
$31K ﹤0.01%
+1,064
372
$30K ﹤0.01%
+1,000
373
$29K ﹤0.01%
+118
374
$29K ﹤0.01%
+2,500
375
$28K ﹤0.01%
+127
13 14
15
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