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
$507M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.43M
3
+$1.25M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.17M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.01M

Top Sells

1
+$2.17M
2
+$885K
3
+$811K
4
DVY icon
iShares Select Dividend ETF
DVY
+$615K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$599K

Sector Composition

1 Financials 14.23%
2 Healthcare 11.45%
3 Technology 10.82%
4 Consumer Staples 8.24%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.15M 1.02%
130,969
+17,978
27
$5.07M 1%
88,471
+3,807
28
$5.07M 1%
77,732
+2,306
29
$5.02M 0.99%
102,949
+6,603
30
$4.86M 0.96%
122,382
-6,383
31
$4.8M 0.95%
54,006
+1,996
32
$4.66M 0.92%
104,379
+3,246
33
$4.62M 0.91%
38,026
+1,840
34
$4.58M 0.9%
40,398
-116
35
$4.53M 0.89%
65,274
+8,456
36
$4.07M 0.8%
64,019
+7,714
37
$3.94M 0.78%
115,100
-1,325
38
$3.87M 0.76%
54,843
-346
39
$3.85M 0.76%
31,687
+9,622
40
$3.81M 0.75%
43,975
+782
41
$3.81M 0.75%
25,759
-162
42
$3.7M 0.73%
46,742
+1,152
43
$3.7M 0.73%
61,784
+5,844
44
$3.69M 0.73%
40,462
-6,753
45
$3.68M 0.73%
73,105
+15,642
46
$3.67M 0.72%
47,263
+18,365
47
$3.65M 0.72%
11,693
-528
48
$3.54M 0.7%
45,094
+12,913
49
$3.38M 0.67%
47,304
+1,666
50
$3.34M 0.66%
48,061
+12,068
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