PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$11.4M
3
+$8.25M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.07M

Top Sells

1
+$16.4M
2
+$10.3M
3
+$5.13M
4
DUK icon
Duke Energy
DUK
+$4.95M
5
ORCL icon
Oracle
ORCL
+$4.68M

Sector Composition

1 Financials 13.97%
2 Technology 13.28%
3 Healthcare 10.72%
4 Industrials 7.75%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-2,297
477
– –
-923
478
– –
-130
479
– –
-2,799
480
– –
-11,000
481
– –
-6,017
482
– –
-16
483
– –
-49,913
484
– –
-5,000
485
– –
-96
486
– –
-3,489
487
– –
-131,850
488
– –
-1,000
489
– –
-977
490
– –
-2,533
491
– –
-10,909
492
– –
-12,500
493
– –
-1,383
494
– –
-750
495
– –
-176
16 17 18 19
20