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
$507M
AUM Growth
+$44.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.43M
3
+$1.25M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.17M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.01M

Top Sells

1
+$2.17M
2
+$885K
3
+$811K
4
DVY icon
iShares Select Dividend ETF
DVY
+$615K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$599K

Sector Composition

1 Financials 14.23%
2 Healthcare 11.45%
3 Technology 10.82%
4 Consumer Staples 8.24%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$310K 0.06%
3,445
-585
202
$301K 0.06%
5,117
-505
203
$299K 0.06%
3,530
-250
204
$297K 0.06%
+5,128
205
$297K 0.06%
9,000
206
$296K 0.06%
5,031
+100
207
$291K 0.06%
5,340
+80
208
$280K 0.06%
+9,004
209
$267K 0.05%
16,871
+2,814
210
$267K 0.05%
1,921
+79
211
$262K 0.05%
5,215
+466
212
$256K 0.05%
1,680
+35
213
$255K 0.05%
4,840
214
$254K 0.05%
1,855
215
$251K 0.05%
1,555
216
$250K 0.05%
1
217
$247K 0.05%
1,925
-862
218
$244K 0.05%
636
-23
219
$243K 0.05%
+3,293
220
$242K 0.05%
+4,112
221
$239K 0.05%
+1,980
222
$237K 0.05%
21,500
223
$237K 0.05%
15,982
224
$234K 0.05%
1,275
-175
225
$232K 0.05%
+4,795
7 8
9
10 11