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
$985M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.13M
3
+$3.48M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.23M

Top Sells

1
+$5.33M
2
+$5.19M
3
+$3.45M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.93M

Sector Composition

1 Financials 16.88%
2 Healthcare 8.5%
3 Technology 7.36%
4 Industrials 7%
5 Consumer Staples 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$603K 0.06%
9,219
+2,023
202
$600K 0.06%
+10,278
203
$598K 0.06%
9,853
204
$598K 0.06%
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205
$591K 0.06%
11,014
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206
$590K 0.06%
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207
$582K 0.06%
2,411
208
$577K 0.06%
2,402
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209
$553K 0.06%
8,205
-6,779
210
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7,827
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211
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1,526
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212
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7,080
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213
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2,523
+1,009
214
$519K 0.05%
5,410
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215
$510K 0.05%
7,313
216
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217
$494K 0.05%
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218
$489K 0.05%
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219
$477K 0.05%
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220
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2,583
-38
221
$467K 0.05%
9,226
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222
$459K 0.05%
10,464
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223
$456K 0.05%
8,790
+1,030
224
$434K 0.04%
5,646
225
$430K 0.04%
6,627
+869
7 8
9
10 11