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
$948M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$7.36M
3
+$6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.89M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.33M

Top Sells

1
+$776K
2
+$762K
3
+$747K
4
SLB icon
SLB Limited
SLB
+$702K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$586K

Sector Composition

1 Financials 17.68%
2 Healthcare 8.53%
3 Technology 7.59%
4 Consumer Staples 7.12%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.83M 0.3%
19,260
-432
102
$2.79M 0.29%
72,626
+2,114
103
$2.69M 0.28%
36,620
+1,514
104
$2.67M 0.28%
46,858
-1,015
105
$2.65M 0.28%
8,994
+3,903
106
$2.64M 0.28%
13,909
+144
107
$2.63M 0.28%
27,160
+2,316
108
$2.59M 0.27%
42,267
-1,066
109
$2.55M 0.27%
30,978
-1,743
110
$2.49M 0.26%
21,679
-448
111
$2.4M 0.25%
30,034
+2,778
112
$2.4M 0.25%
49,318
+4,438
113
$2.38M 0.25%
12,075
+4,506
114
$2.37M 0.25%
136,880
+48,184
115
$2.35M 0.25%
15,405
+984
116
$2.33M 0.25%
60,852
+33,954
117
$2.31M 0.24%
14,735
+3,600
118
$2.3M 0.24%
65,128
+7,303
119
$2.28M 0.24%
69,366
+41,265
120
$2.27M 0.24%
30,089
+134
121
$2.16M 0.23%
26,435
+697
122
$2.14M 0.23%
39,071
+4,271
123
$2.08M 0.22%
11,191
-1,147
124
$2.08M 0.22%
39,720
-1,100
125
$2.07M 0.22%
32,119
+10,184
3 4
5
6 7