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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$924K 0.09%
444
+282
177
$906K 0.09%
16,592
+632
178
$885K 0.09%
5,764
-695
179
$859K 0.09%
14,400
-5,330
180
$853K 0.09%
13,032
-556
181
$828K 0.08%
28,954
-3,376
182
$814K 0.08%
+15,764
183
$811K 0.08%
5,977
-452
184
$805K 0.08%
53,434
-590
185
$800K 0.08%
5,425
+96
186
$788K 0.08%
25,034
+2,668
187
$776K 0.08%
13,730
+3,140
188
$757K 0.08%
+3,426
189
$754K 0.08%
10,990
-25,630
190
$748K 0.08%
3,465
+367
191
$746K 0.08%
13,410
-584
192
$742K 0.08%
15,289
193
$735K 0.07%
1,356
+349
194
$711K 0.07%
24,000
195
$679K 0.07%
13,492
+18
196
$673K 0.07%
24,415
+596
197
$649K 0.07%
5,752
+26
198
$610K 0.06%
12,482
+32
199
$606K 0.06%
12,049
200
$603K 0.06%
6,364
+162
6 7
8
9 10