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
$948M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$7.36M
3
+$6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.89M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.33M

Top Sells

1
+$776K
2
+$762K
3
+$747K
4
SLB icon
SLB Ltd
SLB
+$702K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$586K

Sector Composition

1 Financials 17.68%
2 Healthcare 8.53%
3 Technology 7.59%
4 Consumer Staples 7.12%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$552K 0.06%
12,450
+2,420
202
$533K 0.06%
4,683
-240
203
$520K 0.05%
3,564
+652
204
$517K 0.05%
2,948
-4
205
$517K 0.05%
1,007
-9
206
$517K 0.05%
3,478
+578
207
$510K 0.05%
7,313
208
$504K 0.05%
5,769
209
$493K 0.05%
6,756
-2,104
210
$484K 0.05%
3,765
211
$472K 0.05%
9,242
-34
212
$464K 0.05%
1,512
+286
213
$463K 0.05%
7,653
+1,205
214
$460K 0.05%
7,196
+2,708
215
$455K 0.05%
4,502
+981
216
$454K 0.05%
8,316
+2,636
217
$452K 0.05%
2,621
-161
218
$449K 0.05%
+6,093
219
$448K 0.05%
5,576
+77
220
$447K 0.05%
2,238
+443
221
$446K 0.05%
1,786
+508
222
$425K 0.04%
+6,370
223
$422K 0.04%
8,163
-2,566
224
$418K 0.04%
8,590
+3,090
225
$409K 0.04%
15,930
+3,310
7 8
9
10 11