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
$4.96B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.6M
3
+$5.85M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.34M
5
ASML icon
ASML
ASML
+$4.98M

Top Sells

1
+$19.4M
2
+$11M
3
+$6.67M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.61M
5
DEO icon
Diageo
DEO
+$4.89M

Sector Composition

1 Technology 15.84%
2 Financials 14.43%
3 Healthcare 9.65%
4 Industrials 7.53%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$319K 0.01%
2,850
-24
377
$314K 0.01%
4,995
+86
378
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-243
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2,400
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381
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382
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384
$295K 0.01%
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385
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5,880
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386
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387
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885
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$289K 0.01%
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389
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390
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394
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1,201
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396
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11,232
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397
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398
$266K 0.01%
10,286
+5,175
399
$264K 0.01%
4,563
+4,518
400
$264K 0.01%
1,482
-295
14 15
16
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