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
$4.96B
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$17.6M
3
+$5.85M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.34M
5
ASML icon
ASML
ASML
+$4.98M

Top Sells

1
+$19.4M
2
+$11M
3
+$6.67M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.61M
5
DEO icon
Diageo
DEO
+$4.89M

Sector Composition

1 Technology 15.84%
2 Financials 14.43%
3 Healthcare 9.65%
4 Industrials 7.53%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$19.6K ﹤0.01%
300
502
$19.5K ﹤0.01%
115
503
$19.5K ﹤0.01%
77
504
$18.4K ﹤0.01%
146
505
$13.2K ﹤0.01%
1,200
506
$7.51K ﹤0.01%
95
507
$4.91K ﹤0.01%
55
508
$3.98K ﹤0.01%
115
509
$3.05K ﹤0.01%
622
510
$3.04K ﹤0.01%
94
511
$2.81K ﹤0.01%
188
512
$2.49K ﹤0.01%
57
513
$1.86K ﹤0.01%
10,000
514
$1.84K ﹤0.01%
60
-7,936
515
$1.74K ﹤0.01%
19
516
$1.6K ﹤0.01%
151
517
$1.55K ﹤0.01%
27
518
$1.08K ﹤0.01%
14
519
$933 ﹤0.01%
100
520
$873 ﹤0.01%
52
521
$852 ﹤0.01%
9
522
$573 ﹤0.01%
46
523
$15 ﹤0.01%
4
524
– –
-2,033
525
– –
-290
18 19 20
21
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