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
176
$932K 0.1%
6,429
+1,636
177
$916K 0.1%
+5,300
178
$902K 0.1%
23,608
-372
179
$887K 0.09%
13,474
+143
180
$875K 0.09%
22,366
-122
181
$861K 0.09%
+15,960
182
$840K 0.09%
5,329
-554
183
$812K 0.09%
15,289
184
$803K 0.08%
24,000
185
$784K 0.08%
10,180
+3,075
186
$748K 0.08%
13,994
187
$705K 0.07%
12,049
+998
188
$676K 0.07%
6,471
+1,920
189
$674K 0.07%
17,377
+476
190
$665K 0.07%
9,853
191
$664K 0.07%
5,726
192
$664K 0.07%
23,819
+7,057
193
$661K 0.07%
16,928
+3,516
194
$649K 0.07%
6,202
+1,098
195
$626K 0.07%
17,200
-2,100
196
$602K 0.06%
10,590
197
$599K 0.06%
12,254
+2,630
198
$596K 0.06%
2,411
199
$582K 0.06%
3,098
+1,490
200
$565K 0.06%
4,684
+734
6 7
8
9 10