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
126
$958K 0.21%
19,992
+159
127
$930K 0.2%
40,383
-25,743
128
$924K 0.2%
30,356
-1,136
129
$914K 0.2%
41,190
-2,886
130
$903K 0.2%
5,803
-4,116
131
$878K 0.19%
17,268
-10,875
132
$845K 0.18%
8,332
-1,516
133
$844K 0.18%
13,401
-9,263
134
$834K 0.18%
+31,933
135
$826K 0.18%
68,952
-54,756
136
$813K 0.18%
8,889
-1,013
137
$811K 0.18%
3,602
-1,264
138
$736K 0.16%
19,164
+975
139
$714K 0.15%
12,739
-4,708
140
$690K 0.15%
9,098
-755
141
$683K 0.15%
19,628
142
$675K 0.15%
13,410
143
$662K 0.14%
10,717
-8,221
144
$660K 0.14%
6,392
-643
145
$645K 0.14%
8,828
+218
146
$636K 0.14%
20,016
+4,568
147
$630K 0.14%
4,221
-2,898
148
$627K 0.14%
9,557
-3,255
149
$626K 0.14%
7,884
+2,728
150
$618K 0.13%
+22,875
4 5
6
7 8