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
151
$1.31M 0.14%
16,414
+64
152
$1.28M 0.14%
61,000
153
$1.25M 0.13%
47,307
+4,507
154
$1.22M 0.13%
14,196
155
$1.2M 0.13%
19,730
+4,550
156
$1.18M 0.12%
+22,846
157
$1.18M 0.12%
7,214
+3,627
158
$1.16M 0.12%
12,445
+9,752
159
$1.16M 0.12%
10,368
+5,599
160
$1.15M 0.12%
17,609
-2,384
161
$1.13M 0.12%
9,453
+2,664
162
$1.08M 0.11%
14,984
-417
163
$1.03M 0.11%
13,067
+2,573
164
$1.02M 0.11%
32,330
+1,200
165
$1.02M 0.11%
9,790
-2,443
166
$1.02M 0.11%
7,955
+4,998
167
$1.01M 0.11%
3,981
+156
168
$1.01M 0.11%
54,966
+600
169
$1M 0.11%
19,920
+1,735
170
$989K 0.1%
6,459
-540
171
$987K 0.1%
13,588
+174
172
$976K 0.1%
54,024
-260
173
$966K 0.1%
+15,489
174
$949K 0.1%
6,272
+1,647
175
$939K 0.1%
+7,727
5 6
7
8 9