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
126
$2.65M 0.21%
15,918
127
$2.6M 0.21%
6,820
-5,882
128
$2.57M 0.21%
51,268
+6,500
129
$2.55M 0.21%
38,249
-900
130
$2.37M 0.19%
52,833
+566
131
$2.34M 0.19%
21,722
+3,693
132
$2.33M 0.19%
83,181
133
$2.33M 0.19%
40,062
+4,118
134
$2.17M 0.17%
25,810
-8,121
135
$2.16M 0.17%
152,484
-429
136
$2.14M 0.17%
44,178
-4,856
137
$2.07M 0.17%
34,651
-99
138
$2.03M 0.16%
42,594
-1,216
139
$2.03M 0.16%
26,815
-5
140
$2.02M 0.16%
11,447
+1,120
141
$1.92M 0.15%
28,069
-1,465
142
$1.91M 0.15%
58,768
+2,815
143
$1.88M 0.15%
57,756
-39,960
144
$1.87M 0.15%
+21,658
145
$1.8M 0.14%
47,831
+23,147
146
$1.77M 0.14%
41,060
+7,176
147
$1.76M 0.14%
8,360
-304
148
$1.75M 0.14%
33,689
+1,407
149
$1.73M 0.14%
13,406
-222
150
$1.7M 0.14%
10,632
+722
4 5
6
7 8