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
176
$446K 0.1%
6,817
-344
177
$420K 0.09%
+4,085
178
$415K 0.09%
1,627
-480
179
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180
$413K 0.09%
39,050
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181
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9,275
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182
$396K 0.09%
+14,826
183
$389K 0.08%
1,970
184
$387K 0.08%
7,300
185
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3,241
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186
$379K 0.08%
+3,131
187
$377K 0.08%
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188
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5,661
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189
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5,069
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190
$360K 0.08%
+3,493
191
$343K 0.07%
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192
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193
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194
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195
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196
$304K 0.07%
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197
$295K 0.06%
+2,680
198
$289K 0.06%
3,780
-100
199
$285K 0.06%
+5,260
200
$282K 0.06%
3,553
-192
6 7
8
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