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
$948M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$7.36M
3
+$6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.89M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.33M

Top Sells

1
+$776K
2
+$762K
3
+$747K
4
SLB icon
SLB Ltd
SLB
+$702K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$586K

Sector Composition

1 Financials 17.68%
2 Healthcare 8.53%
3 Technology 7.59%
4 Consumer Staples 7.12%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.44M 0.89%
101,751
+88,635
27
$8.25M 0.87%
60,112
-1,202
28
$8.24M 0.87%
96,902
+3,954
29
$7.88M 0.83%
85,754
+10,117
30
$7.7M 0.81%
145,530
+2,801
31
$7.67M 0.81%
145,660
+14,700
32
$7.67M 0.81%
52,153
+8,099
33
$7.62M 0.8%
99,256
+2,050
34
$7.58M 0.8%
168,898
+40,427
35
$7.01M 0.74%
40,309
+3,845
36
$6.99M 0.74%
100,331
+19,688
37
$6.99M 0.74%
152,254
+32,466
38
$6.92M 0.73%
78,781
+16,201
39
$6.71M 0.71%
78,376
+9,081
40
$6.44M 0.68%
90,137
+7,553
41
$6.4M 0.68%
80,706
+75,607
42
$6.2M 0.65%
54,378
+6,529
43
$5.8M 0.61%
68,918
+3,859
44
$5.64M 0.6%
113,510
+1,247
45
$5.53M 0.58%
38,751
+5,008
46
$5.52M 0.58%
116,786
+12,309
47
$5.44M 0.57%
70,816
+4,920
48
$5.36M 0.57%
100,013
+26,616
49
$5.26M 0.55%
82,162
-4,081
50
$5.21M 0.55%
21,261
+19,952
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