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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
+37
427
$3K ﹤0.01%
+400
428
$3K ﹤0.01%
+65
429
$3K ﹤0.01%
+38
430
$3K ﹤0.01%
+125
431
$3K ﹤0.01%
+18
432
$3K ﹤0.01%
+19
433
$3K ﹤0.01%
+100
434
$3K ﹤0.01%
+146
435
$3K ﹤0.01%
+100
436
$3K ﹤0.01%
+113
437
$3K ﹤0.01%
+17
438
$3K ﹤0.01%
+45
439
$2K ﹤0.01%
+10
440
$2K ﹤0.01%
+29
441
$2K ﹤0.01%
+63
442
$2K ﹤0.01%
+54
443
$2K ﹤0.01%
+95
444
$2K ﹤0.01%
+2
445
$2K ﹤0.01%
+104
446
$2K ﹤0.01%
+125
447
$1K ﹤0.01%
+40
448
$1K ﹤0.01%
+56
449
$1K ﹤0.01%
+25
450
$1K ﹤0.01%
+20
15 16 17
18
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