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
$1.75B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$9.11M
4
GLD icon
SPDR Gold Trust
GLD
+$7.39M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.1M

Top Sells

1
+$9.23M
2
+$6.52M
3
+$5.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.18M
5
AEP icon
American Electric Power
AEP
+$5.12M

Sector Composition

1 Technology 10.9%
2 Financials 9.89%
3 Healthcare 8.22%
4 Industrials 6.51%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.58%
284,105
+710
52
$9.75M 0.56%
62,195
+2,025
53
$9.49M 0.54%
243,465
-4,177
54
$9.42M 0.54%
210,908
+1,843
55
$8.87M 0.51%
28,637
+1,907
56
$8.75M 0.5%
233,069
+8,397
57
$8.66M 0.49%
279,092
+15,837
58
$8.65M 0.49%
108,269
+2,120
59
$8.6M 0.49%
146,291
+15,199
60
$8.57M 0.49%
7,600
+173
61
$8.45M 0.48%
99,584
-7,654
62
$8.31M 0.47%
94,976
+5,290
63
$8.24M 0.47%
43,245
-190
64
$7.72M 0.44%
97,638
+410
65
$7.65M 0.44%
82,141
+8,843
66
$7.62M 0.44%
163,446
+57,924
67
$7.56M 0.43%
29,224
+610
68
$7.42M 0.42%
22,861
+3,448
69
$7.36M 0.42%
93,402
-82,733
70
$7.33M 0.42%
233,975
+45,829
71
$7.31M 0.42%
107,084
+5,072
72
$7.3M 0.42%
144,486
+7,076
73
$7.24M 0.41%
51,192
+4,759
74
$7.07M 0.4%
77,060
+1,408
75
$7.06M 0.4%
47,256
+3,852
1 2
3
4 5