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
$1.75B
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
351
$38K ﹤0.01%
1,102
352
$37K ﹤0.01%
1,000
353
$36K ﹤0.01%
1,043
354
$33K ﹤0.01%
350
355
$32K ﹤0.01%
+1,456
356
$32K ﹤0.01%
1,000
357
$31K ﹤0.01%
2,334
358
$30K ﹤0.01%
750
359
$27K ﹤0.01%
1,064
360
$26K ﹤0.01%
2,234
361
$26K ﹤0.01%
1,400
362
$25K ﹤0.01%
660
363
$24K ﹤0.01%
270
364
$24K ﹤0.01%
225
365
$23K ﹤0.01%
750
366
$23K ﹤0.01%
127
367
$23K ﹤0.01%
2,000
368
$23K ﹤0.01%
385
+298
369
$22K ﹤0.01%
1,000
370
$21K ﹤0.01%
240
371
$21K ﹤0.01%
590
372
$20K ﹤0.01%
20
373
$18K ﹤0.01%
2,000
374
$17K ﹤0.01%
359
375
$17K ﹤0.01%
339
13 14
15
16 17