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
$507M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.43M
3
+$1.25M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.17M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.01M

Top Sells

1
+$2.17M
2
+$885K
3
+$811K
4
DVY icon
iShares Select Dividend ETF
DVY
+$615K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$599K

Sector Composition

1 Financials 14.23%
2 Healthcare 11.45%
3 Technology 10.82%
4 Consumer Staples 8.24%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.25M 0.64%
63,086
+12,939
52
$3.12M 0.61%
38,005
+9,267
53
$3.07M 0.61%
39,113
+1,995
54
$3.03M 0.6%
93,344
+7,517
55
$3.01M 0.59%
11,259
+2,166
56
$2.94M 0.58%
59,101
+25,196
57
$2.94M 0.58%
34,952
+3,378
58
$2.89M 0.57%
35,915
+2,476
59
$2.89M 0.57%
21,195
+2,136
60
$2.89M 0.57%
48,902
-436
61
$2.71M 0.53%
16,257
+955
62
$2.68M 0.53%
27,404
-157
63
$2.68M 0.53%
51,632
+17,224
64
$2.65M 0.52%
24,832
-1,235
65
$2.64M 0.52%
61,390
-250
66
$2.57M 0.51%
51,573
+3,998
67
$2.57M 0.51%
42,914
+1,830
68
$2.5M 0.49%
57,982
+570
69
$2.48M 0.49%
31,753
+2,504
70
$2.46M 0.48%
66,564
+8,340
71
$2.45M 0.48%
33,009
+4,061
72
$2.44M 0.48%
30,568
+22,684
73
$2.42M 0.48%
58,300
+1,740
74
$2.38M 0.47%
60,520
+9,899
75
$2.32M 0.46%
35,005
+4,382
1 2
3
4 5