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
$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 Limited
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
76
$3.64M 0.38%
53,978
-10,422
77
$3.55M 0.37%
28,701
+17,861
78
$3.53M 0.37%
41,844
+4,761
79
$3.45M 0.36%
23,604
+4,180
80
$3.44M 0.36%
80,401
+12,647
81
$3.38M 0.36%
45,468
+5,860
82
$3.34M 0.35%
42,319
+4,704
83
$3.33M 0.35%
+50,298
84
$3.24M 0.34%
34,314
+7,328
85
$3.24M 0.34%
38,726
-6,910
86
$3.19M 0.34%
59,077
-8,304
87
$3.17M 0.33%
23,629
+228
88
$3.1M 0.33%
49,384
+9,538
89
$3.09M 0.33%
38,117
+3,991
90
$3.04M 0.32%
64,542
+6,343
91
$3.04M 0.32%
69,226
+5,700
92
$3.03M 0.32%
55,307
+6,525
93
$2.98M 0.31%
34,472
+1,922
94
$2.96M 0.31%
20,561
+6,776
95
$2.94M 0.31%
53,731
-7,539
96
$2.94M 0.31%
17,077
+1,821
97
$2.89M 0.31%
39,930
+6,614
98
$2.88M 0.3%
53,094
+4,911
99
$2.86M 0.3%
41,926
+3,280
100
$2.83M 0.3%
32,352
+24,880
2 3
4
5 6