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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.13M
3
+$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1
+$3.77M
2
+$1.44M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.7M 0.92%
102,700
+8,400
27
$9.66M 0.92%
38,709
+7,382
28
$9.6M 0.91%
170,060
+11,360
29
$9.29M 0.88%
90,494
+3,457
30
$9.11M 0.87%
109,175
+2,726
31
$8.97M 0.85%
110,088
-150
32
$8.83M 0.84%
363,915
+18,875
33
$8.82M 0.84%
268,920
+2,281
34
$8.79M 0.84%
172,476
+81,074
35
$8.73M 0.83%
126,328
+12,726
36
$8.61M 0.82%
64,977
+5,338
37
$8.6M 0.82%
78,981
+8,513
38
$8.52M 0.81%
60,675
-97
39
$8.18M 0.78%
186,404
+14,908
40
$8.04M 0.76%
58,238
+4,695
41
$7.65M 0.73%
152,142
+8,832
42
$7.25M 0.69%
114,411
+15,011
43
$6.96M 0.66%
83,844
+2,480
44
$6.79M 0.64%
135,761
+10,563
45
$6.61M 0.63%
84,716
+5,047
46
$6.6M 0.63%
35,736
+2,736
47
$6.56M 0.62%
82,377
+5,558
48
$6.56M 0.62%
59,162
+434
49
$6.54M 0.62%
80,070
+6,854
50
$6.25M 0.59%
123,838
+4,195
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