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
$1.75B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$9.11M
4
GLD icon
SPDR Gold Trust
GLD
+$7.39M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.1M

Top Sells

1
+$9.23M
2
+$6.52M
3
+$5.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.18M
5
AEP icon
American Electric Power
AEP
+$5.12M

Sector Composition

1 Technology 10.9%
2 Financials 9.89%
3 Healthcare 8.22%
4 Industrials 6.51%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.99M 0.17%
15,037
+455
127
$2.97M 0.17%
168,495
+4,255
128
$2.92M 0.17%
10,626
-7
129
$2.92M 0.17%
18,569
-31
130
$2.91M 0.17%
49,439
-924
131
$2.87M 0.16%
15,918
132
$2.83M 0.16%
1,779
-87
133
$2.65M 0.15%
31,896
-1,318
134
$2.6M 0.15%
64,969
-1,399
135
$2.59M 0.15%
15,958
+3,119
136
$2.59M 0.15%
64,687
+3,986
137
$2.49M 0.14%
21,598
+23
138
$2.46M 0.14%
30,932
-64,351
139
$2.41M 0.14%
9,730
+8,200
140
$2.35M 0.13%
7,951
+673
141
$2.34M 0.13%
46,216
+22,397
142
$2.27M 0.13%
45,577
+830
143
$2.21M 0.13%
36,393
144
$2.16M 0.12%
8,946
+775
145
$2.16M 0.12%
38,110
+420
146
$2.15M 0.12%
23,524
-7,502
147
$2.09M 0.12%
41,290
+3,150
148
$2.08M 0.12%
42,152
+17,868
149
$2.07M 0.12%
45,450
-180
150
$2.03M 0.12%
96,029
+5,480
4 5
6
7 8