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
126
$1.03M 0.2%
22,161
+2,169
127
$1.02M 0.2%
34,088
+19,262
128
$998K 0.2%
17,905
+637
129
$956K 0.19%
4,026
+424
130
$953K 0.19%
5,388
-415
131
$903K 0.18%
33,197
+1,264
132
$891K 0.18%
8,567
+235
133
$848K 0.17%
25,776
-4,580
134
$848K 0.17%
36,700
-4,490
135
$848K 0.17%
15,344
+1,934
136
$809K 0.16%
40,910
+6,120
137
$798K 0.16%
12,667
-72
138
$795K 0.16%
17,898
-1,266
139
$791K 0.16%
21,056
+4,618
140
$777K 0.15%
11,589
-1,812
141
$767K 0.15%
6,674
-3,459
142
$762K 0.15%
42,342
+2,480
143
$747K 0.15%
23,542
+3,526
144
$740K 0.15%
9,193
+365
145
$720K 0.14%
4,317
+1,515
146
$705K 0.14%
32,210
+3,000
147
$682K 0.13%
10,441
-3,310
148
$680K 0.13%
19,628
149
$678K 0.13%
6,287
+986
150
$670K 0.13%
4,188
-33
4 5
6
7 8