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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$33.7K ﹤0.01%
500
452
$31.9K ﹤0.01%
1,026
453
$31.4K ﹤0.01%
372
-45
454
$31.1K ﹤0.01%
328
455
$30.5K ﹤0.01%
1,480
456
$29.6K ﹤0.01%
2,510
457
$29.3K ﹤0.01%
100
458
$29.3K ﹤0.01%
145
459
$26.6K ﹤0.01%
75
-699
460
$26.2K ﹤0.01%
130
461
$25.2K ﹤0.01%
108
-19
462
$24.4K ﹤0.01%
120
463
$24.1K ﹤0.01%
2,000
-235
464
$23.8K ﹤0.01%
2,234
465
$23.4K ﹤0.01%
180
466
$21.7K ﹤0.01%
65
467
$21.5K ﹤0.01%
130
468
$21.5K ﹤0.01%
547
469
$20.7K ﹤0.01%
357
-5,355
470
$20.6K ﹤0.01%
175
471
$20.6K ﹤0.01%
1,145
472
$19.7K ﹤0.01%
125
473
$19.5K ﹤0.01%
1,291
474
$19.5K ﹤0.01%
2,255
475
$16.3K ﹤0.01%
130
17 18
19
20 21