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
$3.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$16.3M
3
+$14.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.09M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.48M

Top Sells

1
+$23.6M
2
+$15.6M
3
+$13.2M
4
TJX icon
TJX Companies
TJX
+$11M
5
GS icon
Goldman Sachs
GS
+$7.11M

Sector Composition

1 Technology 15.18%
2 Financials 13.18%
3 Healthcare 11.84%
4 Industrials 7.99%
5 Consumer Discretionary 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.1M 0.27%
120,463
+20,360
102
$9.6M 0.26%
137,953
+10,443
103
$9.57M 0.26%
52,802
+3,846
104
$9.5M 0.26%
48,202
+3,540
105
$9.38M 0.25%
32,652
+2,680
106
$9.1M 0.24%
44,549
+1,994
107
$8.65M 0.23%
226,992
+16,900
108
$8.43M 0.23%
39,770
+2,432
109
$8.38M 0.23%
63,952
-715
110
$8.24M 0.22%
29,468
-551
111
$8.11M 0.22%
77,779
+6,328
112
$8.08M 0.22%
69,569
+7,347
113
$8.05M 0.22%
88,450
+31,263
114
$7.92M 0.21%
52,201
+2,206
115
$7.81M 0.21%
85,821
+1,281
116
$7.68M 0.21%
67,943
+4,397
117
$7.55M 0.2%
141,211
+70,351
118
$7.4M 0.2%
83,327
+5,989
119
$7.38M 0.2%
2,782
+226
120
$7.34M 0.2%
34,880
-997
121
$7.24M 0.19%
94,374
-4,434
122
$7.23M 0.19%
95,208
+13,762
123
$7.18M 0.19%
22,378
+3,285
124
$7.08M 0.19%
85,205
-16,264
125
$6.96M 0.19%
35,485
+2,564
3 4
5
6 7