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
$2.76B
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$7.89M
3
+$7.86M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.71M
5
MSFT icon
Microsoft
MSFT
+$6.24M

Top Sells

1
+$5.01M
2
+$5.01M
3
+$4.22M
4
KMB icon
Kimberly-Clark
KMB
+$3.97M
5
INTC icon
Intel
INTC
+$3.57M

Sector Composition

1 Financials 13.62%
2 Technology 12.89%
3 Healthcare 11.6%
4 Industrials 8.03%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
+50
502
$3K ﹤0.01%
+173
503
$3K ﹤0.01%
+225
504
$3K ﹤0.01%
+55
505
$3K ﹤0.01%
45
506
$3K ﹤0.01%
94
507
$3K ﹤0.01%
+67
508
$2K ﹤0.01%
55
509
$2K ﹤0.01%
57
510
$2K ﹤0.01%
+30
511
$2K ﹤0.01%
+65
512
$2K ﹤0.01%
+60
513
$2K ﹤0.01%
9
514
$2K ﹤0.01%
206
-34
515
$2K ﹤0.01%
+10,000
516
$2K ﹤0.01%
+80
517
$2K ﹤0.01%
+110
518
$1K ﹤0.01%
+5
519
$1K ﹤0.01%
+15
520
$1K ﹤0.01%
+20
521
$1K ﹤0.01%
14
522
$1K ﹤0.01%
+5
523
$1K ﹤0.01%
19
524
$1K ﹤0.01%
+5
525
$1K ﹤0.01%
+5
19 20
21
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