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
526
$1K ﹤0.01%
27
527
$1K ﹤0.01%
44
528
$1K ﹤0.01%
36
-10,930
529
$1K ﹤0.01%
20
530
$1K ﹤0.01%
9
531
$1K ﹤0.01%
52
532
$1K ﹤0.01%
+10
533
$1K ﹤0.01%
+13
534
$1K ﹤0.01%
+75
535
$1K ﹤0.01%
5
-1,059
536
$1K ﹤0.01%
+50
537
$1K ﹤0.01%
+10
538
$1K ﹤0.01%
+50
539
– –
-37
540
– –
-2,302
541
– –
-1
542
– –
-420
543
– –
-23,207
544
– –
-670
545
– –
-6,697
546
– –
-10,157
547
– –
-4,900
548
– –
-6,936
549
– –
-826
550
– –
-2,156
19 20 21
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