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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K ﹤0.01%
1,000
377
$15K ﹤0.01%
350
378
$14K ﹤0.01%
359
379
$14K ﹤0.01%
3,881
+128
380
$14K ﹤0.01%
750
381
$13K ﹤0.01%
+2,000
382
$12K ﹤0.01%
+105
383
$11K ﹤0.01%
555
384
$11K ﹤0.01%
566
385
$10K ﹤0.01%
200
-500
386
$10K ﹤0.01%
1,280
387
$10K ﹤0.01%
20
388
$10K ﹤0.01%
313
389
$9K ﹤0.01%
50
-1,140
390
$9K ﹤0.01%
95
391
$9K ﹤0.01%
311
392
$9K ﹤0.01%
350
393
$9K ﹤0.01%
70
394
$9K ﹤0.01%
360
395
$8K ﹤0.01%
+183
396
$8K ﹤0.01%
70
-1,384
397
$8K ﹤0.01%
440
398
$8K ﹤0.01%
25
399
$7K ﹤0.01%
295
400
$7K ﹤0.01%
200
14 15
16
17 18