PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$268K 0.01%
+4,648
352
$264K 0.01%
8,500
353
$257K 0.01%
+8,120
354
$256K 0.01%
5,126
+80
355
$255K 0.01%
5,031
-100
356
$249K 0.01%
10,153
357
$247K 0.01%
2,520
-1,061
358
$246K 0.01%
4,785
359
$245K 0.01%
+2,992
360
$242K 0.01%
4,906
-90
361
$240K 0.01%
1,735
+32
362
$239K 0.01%
18,947
-860
363
$238K 0.01%
1,329
+1,125
364
$236K 0.01%
1,042
+2
365
$236K 0.01%
5,567
-627
366
$233K 0.01%
4,313
+69
367
$233K 0.01%
+2,650
368
$229K 0.01%
4,782
-725
369
$226K 0.01%
2,623
370
$226K 0.01%
3,560
-3,199
371
$224K 0.01%
310
+280
372
$222K 0.01%
1,745
-1,832
373
$220K 0.01%
3,641
-118
374
$216K 0.01%
+1,279
375
$215K 0.01%
443
-75
13 14
15
16 17