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
151
$666K 0.13%
7,401
+1,418
152
$651K 0.13%
41,952
-27,000
153
$647K 0.13%
+12,152
154
$640K 0.13%
+9,843
155
$634K 0.13%
21,345
-1,530
156
$622K 0.12%
5,471
+2,791
157
$604K 0.12%
10,239
-478
158
$590K 0.12%
10,109
+1,106
159
$582K 0.11%
8,860
160
$579K 0.11%
5,168
+596
161
$577K 0.11%
24,339
162
$573K 0.11%
5,599
+1,514
163
$567K 0.11%
23,589
-16,794
164
$566K 0.11%
+13,520
165
$550K 0.11%
3,871
-833
166
$544K 0.11%
6,507
+342
167
$536K 0.11%
4,771
-1,621
168
$527K 0.1%
16,436
+880
169
$519K 0.1%
3,948
-364
170
$517K 0.1%
9,100
-175
171
$514K 0.1%
9,900
-800
172
$498K 0.1%
13,425
-775
173
$497K 0.1%
4,130
174
$495K 0.1%
6,767
-50
175
$490K 0.1%
3,990
+859
5 6
7
8 9