PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Est. Return
8.8%
1 Year Est. Return
+8.8%
AUM
$4.96B
AUM Growth
+$24.8M
(+0.5%)
Holding
538
Top Buys
| 1 | +$20.1M | |
| 2 | +$17.6M | |
| 3 | +$5.85M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.34M |
| 5 |
ASML
ASML
|
+$4.98M |
Top Sells
| 1 | +$19.4M | |
| 2 | +$11M | |
| 3 | +$6.67M | |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$6.61M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
526
Edwards Lifesciences
EW
$43.8B
| – | – |
-730
|
|
||
527
Eagle Materials
EXP
$7.7B
| – | – |
-1,016
|
|
||
528
Shift4
FOUR
$5.07B
| – | – |
-1,981
|
|
||
529
Public Service Enterprise Group
PEG
$42.3B
| – | – |
-3,200
|
|
||
530
Innovator US Equity Power Buffer ETF September
PSEP
$986M
| – | – |
-40,004
|
|
||
531
Parsons
PSN
$8.84B
| – | – |
-2,395
|
|
||
532
Invesco Dorsey Wright Technology Momentum ETF
PTF
$403M
| – | – |
-3,320
|
|
||
533
Construction Partners
ROAD
$6.45B
| – | – |
-2,367
|
|
||
534
Saia
SAIA
$8.17B
| – | – |
-448
|
|
||
535
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.67B
| – | – |
-5,724
|
|
||
536
Invesco S&P 500 Low Volatility ETF
SPLV
$7.82B
| – | – |
-3,173
|
|
||
537
United Rentals
URI
$63.1B
| – | – |
-290
|
|
||
538
Industrial Select Sector SPDR Fund
XLI
$23.4B
| – | – |
-2,033
|
|