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
$1.19B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.22M
3
+$5.34M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.23M
5
BAC icon
Bank of America
BAC
+$2.8M

Top Sells

1
+$5.07M
2
+$4.14M
3
+$3.56M
4
WFC icon
Wells Fargo
WFC
+$2.13M
5
BP icon
BP
BP
+$1.65M

Sector Composition

1 Financials 15.08%
2 Healthcare 9.21%
3 Technology 7.94%
4 Industrials 7.17%
5 Consumer Staples 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
500
427
$2K ﹤0.01%
+29
428
$2K ﹤0.01%
+104
429
$1K ﹤0.01%
20
430
$1K ﹤0.01%
+5
431
$1K ﹤0.01%
125
432
– –
-2,725
433
– –
-99
434
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-85
435
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-26
436
– –
-128
437
– –
-14
438
– –
-10,700
439
– –
-132
440
– –
-5,540
441
– –
-65
442
– –
-4,206
443
– –
-139
444
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-160
445
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-152
446
– –
-4,775
447
– –
-256
448
– –
-17,810
449
– –
-433
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