PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.48K ﹤0.01%
140
-35
502
$6.43K ﹤0.01%
39
503
$6.23K ﹤0.01%
300
504
$5.78K ﹤0.01%
84
505
$5.48K ﹤0.01%
200
506
$5.39K ﹤0.01%
132
507
$5.36K ﹤0.01%
378
508
$5.35K ﹤0.01%
38
509
$4.78K ﹤0.01%
231
510
$4.75K ﹤0.01%
492
-287
511
$4.66K ﹤0.01%
132
512
$4.42K ﹤0.01%
188
513
$4.38K ﹤0.01%
78
514
$4.25K ﹤0.01%
75
515
$4.12K ﹤0.01%
31
516
$3.83K ﹤0.01%
15
517
$3.58K ﹤0.01%
10
518
$3.43K ﹤0.01%
29
519
$3.25K ﹤0.01%
350
520
$3.14K ﹤0.01%
74
521
$3.03K ﹤0.01%
52
522
$2.85K ﹤0.01%
45
523
$2.7K ﹤0.01%
22
524
$2.64K ﹤0.01%
94
525
$2.5K ﹤0.01%
5
19 20
21
22 23