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
376
$11K ﹤0.01%
311
377
$11K ﹤0.01%
517
-509
378
$10K ﹤0.01%
160
-52
379
$8K ﹤0.01%
378
380
$7K ﹤0.01%
132
-2
381
$7K ﹤0.01%
+200
382
$7K ﹤0.01%
139
383
$6K ﹤0.01%
26
384
$6K ﹤0.01%
100
385
$6K ﹤0.01%
201
386
$6K ﹤0.01%
+551
387
$5K ﹤0.01%
99
388
$5K ﹤0.01%
139
389
$5K ﹤0.01%
433
390
$4K ﹤0.01%
85
391
$4K ﹤0.01%
128
392
$4K ﹤0.01%
100
393
$3K ﹤0.01%
152
394
$3K ﹤0.01%
500
395
$3K ﹤0.01%
256
396
$1K ﹤0.01%
20
397
$1K ﹤0.01%
125
398
– –
-3,474
399
– –
-6,033
400
– –
-46
14 15
16
17 18