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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.69M 0.3%
47,570
+2,859
102
$3.61M 0.29%
29,135
+2,674
103
$3.56M 0.29%
29,933
-4,540
104
$3.55M 0.29%
33,303
-4,029
105
$3.51M 0.28%
65,148
+4,494
106
$3.5M 0.28%
43,914
-3,444
107
$3.47M 0.28%
30,799
-2,464
108
$3.4M 0.27%
17,917
+889
109
$3.32M 0.27%
33,369
-505
110
$3.28M 0.26%
52,317
+7,820
111
$3.26M 0.26%
118,238
+12,774
112
$3.26M 0.26%
43,538
+4,632
113
$3.21M 0.26%
65,653
+7,334
114
$3.12M 0.25%
75,152
+1,998
115
$3.09M 0.25%
21,114
+1,065
116
$3.03M 0.24%
53,056
+2,328
117
$3.01M 0.24%
19,794
+1,069
118
$2.9M 0.23%
54,928
+16,401
119
$2.9M 0.23%
21,458
+2,061
120
$2.82M 0.23%
41,018
+3,804
121
$2.8M 0.23%
47,720
+1,360
122
$2.77M 0.22%
45,861
-3,403
123
$2.71M 0.22%
68,540
+8,732
124
$2.7M 0.22%
19,303
-131
125
$2.7M 0.22%
88,432
+55,477
3 4
5
6 7