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
376
$16K ﹤0.01%
95
377
$16K ﹤0.01%
311
378
$16K ﹤0.01%
637
379
$14K ﹤0.01%
70
380
$14K ﹤0.01%
164
-3,597
381
$14K ﹤0.01%
105
382
$13K ﹤0.01%
555
383
$12K ﹤0.01%
2,314
-1,567
384
$12K ﹤0.01%
350
385
$12K ﹤0.01%
744
386
$12K ﹤0.01%
566
387
$11K ﹤0.01%
313
388
$11K ﹤0.01%
360
389
$10K ﹤0.01%
440
390
$10K ﹤0.01%
25
391
$10K ﹤0.01%
1,280
392
$10K ﹤0.01%
200
393
$9K ﹤0.01%
50
394
$8K ﹤0.01%
295
395
$8K ﹤0.01%
70
396
$8K ﹤0.01%
101
397
$7K ﹤0.01%
378
398
$6K ﹤0.01%
100
399
$6K ﹤0.01%
60
400
$6K ﹤0.01%
200