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
$463M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.11M
3
+$1.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.75M
5
TFC icon
Truist Financial
TFC
+$1.51M

Top Sells

1
+$2.5M
2
+$1.83M
3
+$1.08M
4
SO icon
Southern Company
SO
+$941K
5
SYY icon
Sysco
SYY
+$901K

Sector Composition

1 Financials 14.72%
2 Healthcare 11.08%
3 Technology 10.46%
4 Consumer Staples 8.92%
5 Industrials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$281K 0.06%
10,289
-1,005
202
$281K 0.06%
9,000
-2,590
203
$280K 0.06%
802
+20
204
$279K 0.06%
6,055
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205
$272K 0.06%
4,931
-662
206
$265K 0.06%
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207
$265K 0.06%
4,700
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208
$264K 0.06%
1,135
+1
209
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210
$251K 0.05%
659
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211
$251K 0.05%
2,898
-895
212
$250K 0.05%
15,982
213
$248K 0.05%
4,000
214
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1
215
$242K 0.05%
1,842
-58
216
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1,555
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217
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218
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219
$223K 0.05%
1,943
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220
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4,236
-3,757
221
$219K 0.05%
1,855
+116
222
$217K 0.05%
21,500
223
$216K 0.05%
14,057
+1,095
224
$213K 0.05%
4,749
+1,664
225
$207K 0.04%
+1,110
7 8
9
10 11