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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.8M 0.95%
75,760
+1,829
27
$11.8M 0.95%
137,189
+18,589
28
$11.6M 0.93%
129,988
-11,402
29
$11.6M 0.93%
71,896
+1,307
30
$11.3M 0.91%
266,685
+24,450
31
$10.8M 0.87%
284,045
+8,230
32
$10.6M 0.86%
86,793
+2,458
33
$10.1M 0.81%
103,003
+9,216
34
$10M 0.81%
251,298
+3,049
35
$9.89M 0.8%
144,498
+6,064
36
$9.87M 0.79%
94,812
-5,773
37
$9.76M 0.79%
61,411
-308
38
$9.21M 0.74%
88,664
+982
39
$9.15M 0.74%
57,256
+7,394
40
$9.1M 0.73%
104,692
-7,301
41
$9.01M 0.73%
192,275
+3,555
42
$8.96M 0.72%
116,129
-8,228
43
$8.75M 0.71%
30,763
-6,187
44
$8.69M 0.7%
107,827
+6,331
45
$8.43M 0.68%
355,697
+49,607
46
$7.93M 0.64%
94,195
-223
47
$7.87M 0.63%
41,441
+2,848
48
$7.82M 0.63%
161,816
+16,244
49
$7.61M 0.61%
188,789
+11,654
50
$7.58M 0.61%
151,853
+6,991
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