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
426
$2K ﹤0.01%
100
427
$1K ﹤0.01%
10
428
$1K ﹤0.01%
40
429
$1K ﹤0.01%
200
430
$1K ﹤0.01%
38
431
$1K ﹤0.01%
43
432
$1K ﹤0.01%
20
433
$1K ﹤0.01%
100
434
– –
-5,819
435
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436
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437
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438
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-4
439
– –
-6,925
440
– –
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441
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442
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443
– –
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444
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445
– –
-648
446
– –
-24,000
447
$0 ﹤0.01%
45
448
$0 ﹤0.01%
1
449
– –
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450
– –
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15 16 17
18
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