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
76
$7M 0.4%
311,711
+25,955
77
$6.82M 0.39%
50,718
+12,431
78
$6.69M 0.38%
106,872
-35,122
79
$6.67M 0.38%
102,735
+3,692
80
$6.62M 0.38%
119,826
+5,986
81
$6.51M 0.37%
32,637
-633
82
$6.51M 0.37%
82,878
-15,341
83
$6.43M 0.37%
+194,237
84
$6.32M 0.36%
66,413
+666
85
$6.29M 0.36%
20,751
+828
86
$6.18M 0.35%
18,769
+10,690
87
$6.17M 0.35%
55,682
+23,436
88
$6.15M 0.35%
47,140
+15,440
89
$6.06M 0.35%
135,425
-22,056
90
$5.86M 0.33%
159,124
+8,556
91
$5.65M 0.32%
110,426
-3,080
92
$5.52M 0.32%
49,486
+271
93
$5.47M 0.31%
95,648
-2,120
94
$5.45M 0.31%
67,522
-44,548
95
$5.35M 0.31%
29,968
+5,568
96
$5.29M 0.3%
96,722
+15,575
97
$5.2M 0.3%
83,102
+8,937
98
$5.17M 0.3%
217,669
+3,525
99
$4.78M 0.27%
117,179
+11,310
100
$4.72M 0.27%
51,631
-569
2 3
4
5 6