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
$1.24B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$11.3M
3
+$4.95M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.96M
5
HD icon
Home Depot
HD
+$2.45M

Top Sells

1
+$11.5M
2
+$5.08M
3
+$2.45M
4
BA icon
Boeing
BA
+$2.24M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.76M

Sector Composition

1 Financials 13.39%
2 Healthcare 8.68%
3 Technology 8.06%
4 Industrials 6.73%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$765K 0.06%
17,100
-100
202
$746K 0.06%
1,744
+18
203
$743K 0.06%
6,239
+2,317
204
$737K 0.06%
27,954
205
$730K 0.06%
713
+4
206
$716K 0.06%
14,318
+2,614
207
$704K 0.06%
28,453
+1,550
208
$703K 0.06%
11,948
+6,460
209
$701K 0.06%
28,512
+2
210
$700K 0.06%
7,626
-2,619
211
$696K 0.06%
9,406
+3,199
212
$695K 0.06%
7,380
+424
213
$678K 0.05%
24,000
214
$665K 0.05%
12,730
-129
215
$664K 0.05%
43,828
+3,516
216
$658K 0.05%
25,602
-5,047
217
$654K 0.05%
7,125
+203
218
$641K 0.05%
14,910
-2,589
219
$633K 0.05%
5,744
+3,350
220
$621K 0.05%
5,544
+160
221
$620K 0.05%
12,510
+13
222
$619K 0.05%
39,566
223
$617K 0.05%
2,316
-829
224
$598K 0.05%
7,313
225
$594K 0.05%
13,672
+3,430
7 8
9
10 11