PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
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 Ltd
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
126
$2.05M 0.22%
53,553
+7,861
127
$2.05M 0.22%
35,988
+10,804
128
$1.99M 0.21%
26,398
+222
129
$1.95M 0.21%
17,054
+8,365
130
$1.93M 0.2%
83,181
131
$1.92M 0.2%
31,584
+13,619
132
$1.9M 0.2%
35,451
-184
133
$1.86M 0.2%
51,818
+2,140
134
$1.86M 0.2%
37,657
-4,893
135
$1.8M 0.19%
30,302
+15,660
136
$1.74M 0.18%
21,326
+3,338
137
$1.66M 0.18%
13,228
+1,374
138
$1.62M 0.17%
9,568
139
$1.61M 0.17%
+17,368
140
$1.49M 0.16%
46,460
-14,495
141
$1.48M 0.16%
19,255
+23
142
$1.48M 0.16%
19,558
+11,204
143
$1.48M 0.16%
28,024
+2,181
144
$1.46M 0.15%
8,247
+4,686
145
$1.45M 0.15%
9,100
+500
146
$1.45M 0.15%
36,112
+5,761
147
$1.37M 0.14%
10,288
-350
148
$1.35M 0.14%
10,095
-2,504
149
$1.33M 0.14%
13,081
+9,579
150
$1.32M 0.14%
8,055
+1,287
4 5
6
7 8