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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.19M 0.1%
20,457
-595
177
$1.19M 0.1%
680
-10
178
$1.18M 0.1%
22,864
-14,469
179
$1.17M 0.09%
7,154
+737
180
$1.17M 0.09%
46,929
-6,417
181
$1.13M 0.09%
14,915
-125
182
$1.05M 0.08%
19,439
-10,378
183
$991K 0.08%
+14,114
184
$946K 0.08%
42,320
+1,366
185
$941K 0.08%
15,289
-276
186
$922K 0.07%
11,494
+2,997
187
$914K 0.07%
4,892
-1,323
188
$908K 0.07%
36,400
+8,203
189
$907K 0.07%
+8,248
190
$880K 0.07%
17,016
+3,707
191
$874K 0.07%
13,822
-235
192
$868K 0.07%
4,772
-151
193
$857K 0.07%
8,084
-3
194
$821K 0.07%
10,696
-4,901
195
$814K 0.07%
12,930
-480
196
$813K 0.07%
5,999
+406
197
$805K 0.06%
28,020
-161
198
$799K 0.06%
7,403
+3,410
199
$793K 0.06%
21,856
+921
200
$775K 0.06%
9,667
+138
6 7
8
9 10