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
376
$27K ﹤0.01%
+350
377
$27K ﹤0.01%
+380
378
$25K ﹤0.01%
+313
379
$24K ﹤0.01%
+660
380
$24K ﹤0.01%
+750
381
$24K ﹤0.01%
+917
382
$22K ﹤0.01%
+270
383
$20K ﹤0.01%
+1,000
384
$20K ﹤0.01%
+240
385
$20K ﹤0.01%
286
-5,955
386
$19K ﹤0.01%
+506
387
$18K ﹤0.01%
+979
388
$17K ﹤0.01%
18,000
389
$16K ﹤0.01%
+359
390
$15K ﹤0.01%
+750
391
$15K ﹤0.01%
+566
392
$14K ﹤0.01%
+465
393
$13K ﹤0.01%
+440
394
$13K ﹤0.01%
+271
395
$13K ﹤0.01%
+555
396
$12K ﹤0.01%
+311
397
$12K ﹤0.01%
+1,280
398
$12K ﹤0.01%
+438
399
$12K ﹤0.01%
+583
400
$11K ﹤0.01%
+159
14 15
16
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