PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.75B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$10.3M
4
BK icon
Bank of New York Mellon
BK
+$8.24M
5
AVGO icon
Broadcom
AVGO
+$7.64M

Top Sells

1
+$49.3M
2
+$45M
3
+$44.7M
4
JPM icon
JPMorgan Chase
JPM
+$34.6M
5
V icon
Visa
V
+$32.1M

Sector Composition

1 Technology 17.01%
2 Financials 14.97%
3 Healthcare 7.63%
4 Industrials 7.32%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJT icon
76
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.2B
$17.2M 0.36%
129,384
+3,802
TBLL icon
77
Invesco Short Term Treasury ETF
TBLL
$2.22B
$17M 0.36%
160,950
+684
IWP icon
78
iShares Russell Mid-Cap Growth ETF
IWP
$20.3B
$16.8M 0.35%
121,481
+3,074
CPRT icon
79
Copart
CPRT
$39.2B
$16.4M 0.35%
334,878
-92,408
AMGN icon
80
Amgen
AMGN
$172B
$16.4M 0.35%
58,750
-360
BKNG icon
81
Booking.com
BKNG
$159B
$16.3M 0.34%
2,811
-10
VZ icon
82
Verizon
VZ
$169B
$15.9M 0.33%
367,501
+9,942
VCSH icon
83
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$15.6M 0.33%
196,110
-88,989
SNA icon
84
Snap-on
SNA
$17.9B
$15.6M 0.33%
49,982
+1,237
INTU icon
85
Intuit
INTU
$181B
$15.5M 0.33%
19,667
+1,878
VYM icon
86
Vanguard High Dividend Yield ETF
VYM
$64.9B
$15.5M 0.33%
116,032
-6,344
TMUS icon
87
T-Mobile US
TMUS
$232B
$15.5M 0.33%
64,896
-7,654
EOG icon
88
EOG Resources
EOG
$57.6B
$15.1M 0.32%
126,506
-56,128
APO icon
89
Apollo Global Management
APO
$76.8B
$15M 0.32%
105,708
+13,084
QQQ icon
90
Invesco QQQ Trust
QQQ
$387B
$14.9M 0.31%
27,015
-291
ICE icon
91
Intercontinental Exchange
ICE
$85B
$14.9M 0.31%
81,099
-189
AMT icon
92
American Tower
AMT
$83.3B
$14.7M 0.31%
66,659
-5,178
AVGO icon
93
Broadcom
AVGO
$1.65T
$14.2M 0.3%
51,554
+27,700
WM icon
94
Waste Management
WM
$81.3B
$14.2M 0.3%
62,041
+3,864
LVHI icon
95
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.31B
$14.1M 0.3%
431,691
+57,922
CTAS icon
96
Cintas
CTAS
$74.4B
$13.8M 0.29%
61,912
+1,813
ABT icon
97
Abbott
ABT
$220B
$13.8M 0.29%
101,397
+20,267
AZO icon
98
AutoZone
AZO
$61.8B
$13.4M 0.28%
3,605
-1,599
DE icon
99
Deere & Co
DE
$126B
$13.2M 0.28%
25,992
-9,304
DVY icon
100
iShares Select Dividend ETF
DVY
$20.6B
$13.2M 0.28%
99,468
+964
2 3
4
5 6