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
$948M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$7.36M
3
+$6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.89M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.33M

Top Sells

1
+$776K
2
+$762K
3
+$747K
4
SLB icon
SLB Ltd
SLB
+$702K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$586K

Sector Composition

1 Financials 17.68%
2 Healthcare 8.53%
3 Technology 7.59%
4 Consumer Staples 7.12%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.07M 0.54%
147,643
+8,073
52
$5.04M 0.53%
54,793
+3,518
53
$5.02M 0.53%
18,660
+3,526
54
$4.94M 0.52%
30,715
+475
55
$4.93M 0.52%
49,527
+9,627
56
$4.7M 0.5%
13,593
+17
57
$4.54M 0.48%
42,245
+2,984
58
$4.46M 0.47%
42,204
+5,957
59
$4.4M 0.46%
54,763
+3,421
60
$4.38M 0.46%
44,127
+4,133
61
$4.36M 0.46%
69,715
+10,209
62
$4.35M 0.46%
53,885
+50
63
$4.35M 0.46%
78,774
+796
64
$4.3M 0.45%
71,234
+1,042
65
$4.28M 0.45%
58,191
+3,043
66
$4.26M 0.45%
76,788
67
$4.13M 0.44%
41,954
-1,237
68
$4.09M 0.43%
50,435
+2,695
69
$4.07M 0.43%
20,514
+535
70
$4.05M 0.43%
34,554
+3,887
71
$3.95M 0.42%
48,853
+16,496
72
$3.87M 0.41%
49,713
-3,423
73
$3.78M 0.4%
78,659
+10,927
74
$3.71M 0.39%
41,660
+4,865
75
$3.68M 0.39%
191,680
-22,650
1 2
3
4 5