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
$463M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.11M
3
+$1.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.75M
5
TFC icon
Truist Financial
TFC
+$1.51M

Top Sells

1
+$2.5M
2
+$1.83M
3
+$1.08M
4
SO icon
Southern Company
SO
+$941K
5
SYY icon
Sysco
SYY
+$901K

Sector Composition

1 Financials 14.72%
2 Healthcare 11.08%
3 Technology 10.46%
4 Consumer Staples 8.92%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.32%
8,750
-593
102
$1.44M 0.31%
12,466
+5,177
103
$1.42M 0.31%
10,590
-111
104
$1.4M 0.3%
34,298
+8,556
105
$1.36M 0.29%
44,865
+607
106
$1.33M 0.29%
12,955
-117
107
$1.32M 0.29%
43,846
+6,894
108
$1.31M 0.28%
22,465
-2,350
109
$1.31M 0.28%
91,180
-41,970
110
$1.29M 0.28%
23,564
-5,907
111
$1.25M 0.27%
10,661
+98
112
$1.24M 0.27%
33,050
-10,144
113
$1.19M 0.26%
5,684
+100
114
$1.19M 0.26%
31,710
-1,664
115
$1.18M 0.25%
16,330
-841
116
$1.14M 0.25%
10,133
+7,201
117
$1.09M 0.24%
15,760
+1,624
118
$1.08M 0.23%
16,250
+7,720
119
$1.08M 0.23%
13,380
+5,135
120
$1.07M 0.23%
14,496
-1,300
121
$1.01M 0.22%
34,790
-10,617
122
$1.01M 0.22%
13,751
-10,163
123
$985K 0.21%
11,940
-1,670
124
$982K 0.21%
13,378
-3,332
125
$970K 0.21%
4,726
-550
3 4
5
6 7