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
151
$1.99M 0.11%
27,182
-367
152
$1.97M 0.11%
34,703
+13
153
$1.96M 0.11%
39,830
+34
154
$1.95M 0.11%
38,235
-15,893
155
$1.94M 0.11%
105,480
+7,504
156
$1.93M 0.11%
11,021
-13
157
$1.91M 0.11%
61,877
158
$1.91M 0.11%
5,273
+83
159
$1.84M 0.11%
60,867
+606
160
$1.84M 0.11%
83,181
161
$1.83M 0.1%
22,426
+4,587
162
$1.83M 0.1%
24,864
+313
163
$1.82M 0.1%
26,806
-6
164
$1.78M 0.1%
37,475
-15,519
165
$1.74M 0.1%
83,480
+3,028
166
$1.68M 0.1%
29,964
-4,428
167
$1.67M 0.1%
16,176
+33
168
$1.62M 0.09%
26,337
+87
169
$1.58M 0.09%
141,675
+1,569
170
$1.53M 0.09%
15,046
-3,000
171
$1.41M 0.08%
7,326
+414
172
$1.37M 0.08%
10,143
-50
173
$1.36M 0.08%
3,123
-156
174
$1.32M 0.08%
6,130
-1,158
175
$1.25M 0.07%
25,388
-8,576
5 6
7
8 9