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
$507M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.43M
3
+$1.25M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.17M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.01M

Top Sells

1
+$2.17M
2
+$885K
3
+$811K
4
DVY icon
iShares Select Dividend ETF
DVY
+$615K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$599K

Sector Composition

1 Financials 14.23%
2 Healthcare 11.45%
3 Technology 10.82%
4 Consumer Staples 8.24%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.66M 0.33%
38,386
+4,088
102
$1.65M 0.32%
48,711
+3,846
103
$1.61M 0.32%
25,142
-5,554
104
$1.61M 0.32%
12,913
+447
105
$1.58M 0.31%
21,366
106
$1.58M 0.31%
13,347
+295
107
$1.57M 0.31%
10,689
+99
108
$1.49M 0.29%
37,109
+5,399
109
$1.49M 0.29%
11,842
+1,181
110
$1.42M 0.28%
25,615
+2,051
111
$1.4M 0.28%
12,833
-122
112
$1.37M 0.27%
8,600
-150
113
$1.36M 0.27%
16,637
+307
114
$1.36M 0.27%
17,895
+2,135
115
$1.32M 0.26%
91,180
116
$1.22M 0.24%
22,514
+49
117
$1.22M 0.24%
13,190
-8,774
118
$1.21M 0.24%
30,498
-2,552
119
$1.19M 0.23%
16,638
+7,540
120
$1.18M 0.23%
10,413
+1,524
121
$1.15M 0.23%
16,497
-3,197
122
$1.15M 0.23%
14,496
123
$1.07M 0.21%
12,947
+1,007
124
$1.06M 0.21%
16,250
125
$1.04M 0.2%
12,920
-458
3 4
5
6 7