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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.95M 0.4%
+972,830
77
$4.87M 0.39%
30,315
+4,336
78
$4.82M 0.39%
40,372
+1,181
79
$4.65M 0.37%
86,638
+5,729
80
$4.65M 0.37%
44,767
+907
81
$4.6M 0.37%
39,330
+2,090
82
$4.6M 0.37%
57,050
+4,660
83
$4.46M 0.36%
54,588
-12,110
84
$4.44M 0.36%
26,202
+1,169
85
$4.41M 0.36%
39,742
+3,565
86
$4.39M 0.35%
87,317
-100,948
87
$4.38M 0.35%
81,139
+6,575
88
$4.35M 0.35%
66,735
-10,053
89
$4.31M 0.35%
100,414
+43,706
90
$4.26M 0.34%
97,126
+14,787
91
$4.24M 0.34%
48,717
-9,987
92
$4.2M 0.34%
67,573
+5,110
93
$4.11M 0.33%
51,722
-1,271
94
$4.08M 0.33%
53,182
-5,909
95
$4.05M 0.33%
50,691
-588
96
$3.95M 0.32%
25,797
+2,281
97
$3.81M 0.31%
73,799
+4,519
98
$3.81M 0.31%
78,836
-30,272
99
$3.79M 0.31%
15,650
+1,675
100
$3.69M 0.3%
57,758
+6,201
2 3
4
5 6