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
$1.75B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$9.11M
4
GLD icon
SPDR Gold Trust
GLD
+$7.39M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.1M

Top Sells

1
+$9.23M
2
+$6.52M
3
+$5.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.18M
5
AEP icon
American Electric Power
AEP
+$5.12M

Sector Composition

1 Technology 10.9%
2 Financials 9.89%
3 Healthcare 8.22%
4 Industrials 6.51%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.23M 0.07%
12,595
+243
177
$1.2M 0.07%
24,000
178
$1.19M 0.07%
22,267
+2,859
179
$1.17M 0.07%
24,634
-1,112
180
$1.15M 0.07%
17,226
-122
181
$1.13M 0.06%
11,640
+636
182
$1.11M 0.06%
22,474
183
$1.11M 0.06%
8,795
-1,723
184
$1.11M 0.06%
17,491
185
$1.03M 0.06%
28,487
-270
186
$1.02M 0.06%
43,944
-585
187
$1.02M 0.06%
29,985
-7,338
188
$1.01M 0.06%
7,960
-12,804
189
$982K 0.06%
6,915
-175
190
$975K 0.06%
7,672
-1,123
191
$974K 0.06%
17,819
-1,216
192
$970K 0.06%
63,920
+2,204
193
$934K 0.05%
5,318
-374
194
$934K 0.05%
12,325
195
$933K 0.05%
13,911
196
$926K 0.05%
3,012
-140
197
$920K 0.05%
5,108
-270
198
$920K 0.05%
8,607
-65
199
$914K 0.05%
96,360
+3,520
200
$906K 0.05%
3,444
+215
6 7
8
9 10