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
151
$1.69M 0.14%
14,077
+1,150
152
$1.66M 0.13%
9,570
-3,890
153
$1.61M 0.13%
20,470
-200
154
$1.6M 0.13%
29,228
+2,000
155
$1.58M 0.13%
14,420
-579
156
$1.56M 0.13%
28,335
+13,462
157
$1.51M 0.12%
7,932
+213
158
$1.46M 0.12%
14,196
159
$1.45M 0.12%
61,877
+877
160
$1.45M 0.12%
24,700
-1,523
161
$1.45M 0.12%
54,996
+9,469
162
$1.41M 0.11%
8,715
-100
163
$1.34M 0.11%
22,673
-8,267
164
$1.34M 0.11%
5,673
-364
165
$1.32M 0.11%
37,690
-4,770
166
$1.31M 0.11%
65,572
+10,577
167
$1.3M 0.11%
44,822
-2,295
168
$1.3M 0.1%
7,381
+682
169
$1.28M 0.1%
4,687
+609
170
$1.27M 0.1%
6,638
+296
171
$1.23M 0.1%
18,445
-13,946
172
$1.22M 0.1%
27,899
+743
173
$1.21M 0.1%
8,500
-219
174
$1.21M 0.1%
24,366
-5,340
175
$1.19M 0.1%
15,170
-304
5 6
7
8 9