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
$3.99B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$9.11M
3
+$6.41M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.06M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.31M

Top Sells

1
+$12.6M
2
+$7.11M
3
+$6.76M
4
DLR icon
Digital Realty Trust
DLR
+$6.27M
5
NVDA icon
NVIDIA
NVDA
+$5.08M

Sector Composition

1 Technology 16.56%
2 Financials 12.83%
3 Healthcare 11.49%
4 Industrials 7.88%
5 Consumer Discretionary 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8.99K ﹤0.01%
57
502
$8.98K ﹤0.01%
195
503
$8.45K ﹤0.01%
+623
504
$8.13K ﹤0.01%
116
505
$7.83K ﹤0.01%
415
506
$7.69K ﹤0.01%
474
507
$7.58K ﹤0.01%
27
508
$7.48K ﹤0.01%
84
509
$7.21K ﹤0.01%
137
510
$6.95K ﹤0.01%
39
511
$6.27K ﹤0.01%
34
512
$5.89K ﹤0.01%
300
513
$5.61K ﹤0.01%
132
514
$5.53K ﹤0.01%
38
515
$5.13K ﹤0.01%
15
516
$4.98K ﹤0.01%
200
517
$4.78K ﹤0.01%
75
518
$4.68K ﹤0.01%
231
519
$4.63K ﹤0.01%
132
520
$4.3K ﹤0.01%
31
521
$4.28K ﹤0.01%
78
522
$3.92K ﹤0.01%
396
-96
523
$3.91K ﹤0.01%
188
524
$3.84K ﹤0.01%
95
-45
525
$3.42K ﹤0.01%
10
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