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
151
$616K 0.13%
39,862
+22,883
152
$599K 0.13%
6,415
+30
153
$592K 0.13%
10,700
-16,285
154
$569K 0.12%
8,860
+860
155
$568K 0.12%
16,438
-1,072
156
$566K 0.12%
24,339
-1,289
157
$541K 0.12%
4,704
-737
158
$532K 0.12%
12,953
+1,143
159
$520K 0.11%
82,252
+79,256
160
$517K 0.11%
4,130
-385
161
$516K 0.11%
29,210
+950
162
$512K 0.11%
6,165
-2,694
163
$510K 0.11%
5,983
+409
164
$501K 0.11%
11,000
-9,380
165
$499K 0.11%
9,003
-1,847
166
$495K 0.11%
14,200
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167
$494K 0.11%
4,572
+32
168
$492K 0.11%
4,312
-171
169
$480K 0.1%
9,640
-2,085
170
$466K 0.1%
5,625
+1,315
171
$465K 0.1%
5,301
+2,824
172
$465K 0.1%
15,556
-944
173
$457K 0.1%
2,802
-1,931
174
$454K 0.1%
12,197
-5,477
175
$447K 0.1%
4,550
-2,840
5 6
7
8 9