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
$1.75B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$9.11M
4
GLD icon
SPDR Gold Trust
GLD
+$7.39M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.1M

Top Sells

1
+$9.23M
2
+$6.52M
3
+$5.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.18M
5
AEP icon
American Electric Power
AEP
+$5.12M

Sector Composition

1 Technology 10.9%
2 Financials 9.89%
3 Healthcare 8.22%
4 Industrials 6.51%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.1M 0.86%
86,622
+4,004
27
$15.1M 0.86%
63,828
+16,992
28
$14.6M 0.84%
110,595
+1,816
29
$14.5M 0.83%
66,277
+15,336
30
$14.5M 0.83%
241,512
+9,224
31
$14.5M 0.83%
86,575
+44,171
32
$14.1M 0.81%
117,950
+669
33
$14M 0.8%
82,629
+20,766
34
$13.7M 0.78%
102,481
+98,851
35
$13.5M 0.77%
90,676
+3,080
36
$13.5M 0.77%
137,284
+7,305
37
$13.4M 0.77%
138,048
+8,771
38
$12.7M 0.73%
133,713
-59,178
39
$12.2M 0.7%
197,250
+13,544
40
$11.8M 0.68%
518,870
+12,273
41
$11.8M 0.67%
71,961
+2,809
42
$11.8M 0.67%
132,077
-2,092
43
$11.3M 0.65%
92,990
+58,284
44
$11.2M 0.64%
78,416
-318
45
$10.9M 0.62%
48,008
-6,900
46
$10.8M 0.61%
109,664
+4,377
47
$10.4M 0.6%
63,712
+383
48
$10.3M 0.59%
71,238
+783
49
$10.3M 0.59%
39,856
-260
50
$10.1M 0.58%
91,036
+15,263
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