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
$1.05B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$4.13M
3
+$1.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.59M

Top Sells

1
+$3.77M
2
+$1.44M
3
+$1.43M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.03M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$935K

Sector Composition

1 Financials 16.2%
2 Healthcare 8.64%
3 Technology 7.64%
4 Industrials 6.78%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$988K 0.09%
14,040
-360
177
$971K 0.09%
5,937
+173
178
$968K 0.09%
1,940
+584
179
$966K 0.09%
8,761
-189
180
$946K 0.09%
21,377
-7,805
181
$944K 0.09%
53,434
182
$914K 0.09%
17,622
+8,832
183
$898K 0.09%
5,954
-23
184
$892K 0.08%
31,156
+2,202
185
$884K 0.08%
4,006
+7
186
$865K 0.08%
35,964
+21,991
187
$863K 0.08%
6,360
+935
188
$841K 0.08%
4,510
+1,084
189
$836K 0.08%
23,413
-1,621
190
$817K 0.08%
15,565
+276
191
$790K 0.08%
10,383
-3,832
192
$789K 0.07%
13,139
+107
193
$779K 0.07%
13,410
194
$765K 0.07%
24,000
195
$756K 0.07%
14,232
+3,218
196
$743K 0.07%
13,730
197
$723K 0.07%
17,810
+433
198
$706K 0.07%
19,216
+5,076
199
$684K 0.07%
2,807
+546
200
$681K 0.06%
9,839
-1,151
6 7
8
9 10