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
176
$488K 0.1%
4,071
+830
177
$486K 0.1%
37,900
-1,150
178
$476K 0.09%
+5,425
179
$468K 0.09%
5,632
+7
180
$457K 0.09%
4,300
-250
181
$442K 0.09%
3,397
-96
182
$418K 0.08%
4,744
-100
183
$417K 0.08%
3,511
+63
184
$415K 0.08%
73,556
-8,696
185
$412K 0.08%
6,262
-3,295
186
$409K 0.08%
1,433
-194
187
$406K 0.08%
1,970
188
$406K 0.08%
6,165
+1,522
189
$390K 0.08%
6,900
-400
190
$386K 0.08%
7,180
-2,460
191
$381K 0.08%
4,775
+1,222
192
$373K 0.07%
5,069
193
$366K 0.07%
7,309
+1,149
194
$359K 0.07%
+583
195
$356K 0.07%
5,355
-306
196
$351K 0.07%
10,536
+247
197
$348K 0.07%
+5,884
198
$318K 0.06%
1,337
+202
199
$317K 0.06%
2,634
-38
200
$316K 0.06%
3,403
+551
6 7
8
9 10