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
76
$2.32M 0.46%
20,351
-631
77
$2.25M 0.44%
50,303
+2,457
78
$2.21M 0.44%
30,372
+2,377
79
$2.19M 0.43%
20,640
-1,044
80
$2.16M 0.43%
54,323
+8,618
81
$2.13M 0.42%
29,233
+2,711
82
$2.1M 0.41%
27,023
+6,508
83
$2.1M 0.41%
43,566
+4,400
84
$2.07M 0.41%
12,332
+4
85
$2.02M 0.4%
36,637
-16,046
86
$2.02M 0.4%
83,181
87
$1.98M 0.39%
23,890
+10,510
88
$1.95M 0.39%
9,030
+4,304
89
$1.92M 0.38%
42,975
+10,910
90
$1.89M 0.37%
33,759
+5,716
91
$1.81M 0.36%
7,567
+1,883
92
$1.8M 0.36%
24,072
+2,748
93
$1.77M 0.35%
33,220
-896
94
$1.76M 0.35%
51,953
+8,107
95
$1.75M 0.35%
13,536
-548
96
$1.75M 0.34%
33,178
+2,686
97
$1.74M 0.34%
35,437
+1,409
98
$1.73M 0.34%
28,480
+322
99
$1.72M 0.34%
57,087
+5,088
100
$1.66M 0.33%
13,681
2 3
4
5 6