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
376
$210K 0.01%
10,004
+34
377
$209K 0.01%
+2,189
378
$208K 0.01%
13,050
379
$206K 0.01%
3,550
-731
380
$203K 0.01%
3,475
381
$202K 0.01%
12,659
+2,033
382
$201K 0.01%
+4,620
383
$201K 0.01%
4,880
-524
384
$197K 0.01%
+10,616
385
$184K ﹤0.01%
2,710
386
$174K ﹤0.01%
5,570
-21,411
387
$153K ﹤0.01%
1,260
388
$153K ﹤0.01%
130
389
$147K ﹤0.01%
12,583
390
$142K ﹤0.01%
836
391
$142K ﹤0.01%
12,692
+342
392
$139K ﹤0.01%
8,459
-1,388
393
$138K ﹤0.01%
358
394
$137K ﹤0.01%
1,778
395
$134K ﹤0.01%
10,538
396
$127K ﹤0.01%
1,530
397
$122K ﹤0.01%
901
398
$121K ﹤0.01%
14,926
+242
399
$121K ﹤0.01%
2,825
400
$119K ﹤0.01%
6,000
14 15
16
17 18