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
526
$2.49K ﹤0.01%
17
527
$2.4K ﹤0.01%
49
528
$2.33K ﹤0.01%
37
529
$2.2K ﹤0.01%
149
-91
530
$2.17K ﹤0.01%
99
531
$2.04K ﹤0.01%
28
532
$1.91K ﹤0.01%
10,000
533
$1.75K ﹤0.01%
61
534
$1.73K ﹤0.01%
57
535
$1.49K ﹤0.01%
161
536
$1.47K ﹤0.01%
55
537
$1.36K ﹤0.01%
30
538
$1.3K ﹤0.01%
5
539
$1.25K ﹤0.01%
9
540
$1.25K ﹤0.01%
18
541
$1.22K ﹤0.01%
20
542
$1.21K ﹤0.01%
21
543
$974 ﹤0.01%
52
544
$955 ﹤0.01%
86
545
$918 ﹤0.01%
27
546
$853 ﹤0.01%
14
547
$646 ﹤0.01%
5
548
$605 ﹤0.01%
4
549
$530 ﹤0.01%
10
550
$525 ﹤0.01%
8
19 20 21
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