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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.13M
3
+$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1
+$3.77M
2
+$1.44M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.03M 0.38%
41,263
-5,539
77
$4.01M 0.38%
97,740
+3,312
78
$3.97M 0.38%
87,384
+12,730
79
$3.97M 0.38%
49,283
+94
80
$3.87M 0.37%
36,471
+3,111
81
$3.84M 0.36%
75,973
-28,598
82
$3.83M 0.36%
44,910
+2,566
83
$3.81M 0.36%
50,979
+3,701
84
$3.75M 0.36%
56,081
+3,126
85
$3.63M 0.34%
18,610
+4,759
86
$3.59M 0.34%
49,262
+1,230
87
$3.59M 0.34%
49,390
+2,623
88
$3.58M 0.34%
21,852
+3,589
89
$3.58M 0.34%
83,236
+6,109
90
$3.57M 0.34%
80,941
-8,839
91
$3.54M 0.34%
81,770
+12,370
92
$3.52M 0.33%
43,327
+5,218
93
$3.52M 0.33%
75,977
-4,361
94
$3.52M 0.33%
39,721
-3,019
95
$3.42M 0.32%
20,482
+1,851
96
$3.38M 0.32%
34,299
+4,518
97
$3.36M 0.32%
23,325
-1,690
98
$3.35M 0.32%
52,093
+2,670
99
$3.3M 0.31%
49,379
+155
100
$3.16M 0.3%
64,170
+3,092
2 3
4
5 6