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
$4.75B
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$11.1M
3
+$10.3M
4
BK icon
Bank of New York Mellon
BK
+$8.24M
5
AVGO icon
Broadcom
AVGO
+$7.64M

Top Sells

1
+$49.3M
2
+$45M
3
+$44.7M
4
JPM icon
JPMorgan Chase
JPM
+$34.6M
5
V icon
Visa
V
+$32.1M

Sector Composition

1 Technology 17.01%
2 Financials 14.97%
3 Healthcare 7.63%
4 Industrials 7.32%
5 Consumer Discretionary 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
176
Enbridge
ENB
$104B
$5.13M 0.11%
113,086
-77,769
SCHD icon
177
Schwab US Dividend Equity ETF
SCHD
$75.6B
$5.09M 0.11%
192,120
+545
USB icon
178
US Bancorp
USB
$84.6B
$5.07M 0.11%
111,956
-374,292
NEE icon
179
NextEra Energy
NEE
$174B
$4.72M 0.1%
68,064
+1,699
XSOE icon
180
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.88B
$4.69M 0.1%
136,092
+2,101
VCIT icon
181
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$4.69M 0.1%
56,549
-29,081
VRTX icon
182
Vertex Pharmaceuticals
VRTX
$112B
$4.28M 0.09%
9,617
+263
GLW icon
183
Corning
GLW
$80.8B
$4.25M 0.09%
80,785
+74,313
LOW icon
184
Lowe's Companies
LOW
$156B
$4.22M 0.09%
19,001
+661
RSP icon
185
Invesco S&P 500 Equal Weight ETF
RSP
$78.7B
$4.18M 0.09%
22,980
-755
C icon
186
Citigroup
C
$206B
$4.1M 0.09%
48,216
+29,662
ADI icon
187
Analog Devices
ADI
$147B
$3.99M 0.08%
16,759
+3,279
RTX icon
188
RTX Corp
RTX
$271B
$3.91M 0.08%
26,780
-3,579
NHI icon
189
National Health Investors
NHI
$3.82B
$3.52M 0.07%
50,252
-250
DIS icon
190
Walt Disney
DIS
$199B
$3.44M 0.07%
27,749
-742
XLE icon
191
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
$3.19M 0.07%
75,126
-21,618
QYLD icon
192
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.3B
$3.18M 0.07%
190,133
ALL icon
193
Allstate
ALL
$50.3B
$3.03M 0.06%
15,053
+113
TRV icon
194
Travelers Companies
TRV
$60.1B
$2.98M 0.06%
11,142
+94
VB icon
195
Vanguard Small-Cap ETF
VB
$73.7B
$2.96M 0.06%
12,510
-3,162
SYK icon
196
Stryker
SYK
$139B
$2.95M 0.06%
7,462
+538
EEM icon
197
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$2.9M 0.06%
60,115
+46,045
AFL icon
198
Aflac
AFL
$57.4B
$2.88M 0.06%
27,285
-308
SHV icon
199
iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
$2.81M 0.06%
25,473
+4,566
XLRE icon
200
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.77B
$2.81M 0.06%
67,840
+17,099
6 7
8
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