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
$1.45B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$87M
2
+$8.05M
3
+$7.08M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$6.49M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.73M

Top Sells

1
+$11.6M
2
+$9.49M
3
+$8.73M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.13M
5
AGN
Allergan plc
AGN
+$3.04M

Sector Composition

1 Financials 10.29%
2 Technology 9.98%
3 Healthcare 8.37%
4 Industrials 6.55%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$833K 0.06%
15,041
-3,074
202
$831K 0.06%
5,692
-212
203
$811K 0.06%
13,911
204
$804K 0.06%
24,000
205
$792K 0.05%
5,309
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206
$776K 0.05%
12,325
-776
207
$770K 0.05%
8,672
-2,758
208
$765K 0.05%
6,631
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209
$757K 0.05%
9,096
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210
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3,229
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211
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15,289
212
$707K 0.05%
15,161
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213
$689K 0.05%
5,440
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214
$687K 0.05%
48,069
+90
215
$612K 0.04%
92,840
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216
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13,866
217
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218
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6,016
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219
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22,513
220
$588K 0.04%
12,415
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221
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20,049
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222
$574K 0.04%
6,472
-1,479
223
$561K 0.04%
9,853
224
$556K 0.04%
40,089
+1,380
225
$554K 0.04%
3,204
+896
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10 11