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
401
$6K ﹤0.01%
+1,751
402
$5K ﹤0.01%
100
403
$4K ﹤0.01%
320
404
$4K ﹤0.01%
65
405
$4K ﹤0.01%
44
406
$4K ﹤0.01%
300
407
$3K ﹤0.01%
113
408
$3K ﹤0.01%
38
409
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125
410
$3K ﹤0.01%
18
411
$3K ﹤0.01%
100
412
$3K ﹤0.01%
46
-1,032
413
$3K ﹤0.01%
113
414
$2K ﹤0.01%
37
415
$2K ﹤0.01%
400
416
$2K ﹤0.01%
29
417
$2K ﹤0.01%
76
-114,379
418
$2K ﹤0.01%
54
419
$2K ﹤0.01%
89
420
$2K ﹤0.01%
25
421
$2K ﹤0.01%
73
422
$2K ﹤0.01%
95
423
$2K ﹤0.01%
19
424
$2K ﹤0.01%
2
425
$2K ﹤0.01%
104
15 16
17
18 19