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
1
$15.7M 3.1%
236,275
+4,545
2
$14.4M 2.83%
400,124
+8,988
3
$12.1M 2.38%
183,508
+5,277
4
$11.6M 2.28%
49,051
-9,219
5
$10.1M 1.99%
227,460
+4,920
6
$9.15M 1.81%
111,595
+5,485
7
$8.72M 1.72%
99,228
+2,704
8
$8.25M 1.63%
66,272
-416
9
$8.21M 1.62%
57,521
+291
10
$7.99M 1.58%
143,470
+3,837
11
$7.67M 1.51%
123,179
-268
12
$7.15M 1.41%
93,398
+10,418
13
$6.61M 1.3%
40,271
+258
14
$6.36M 1.25%
149,980
+420
15
$6.36M 1.25%
176,228
+218
16
$6.33M 1.25%
91,527
-701
17
$6.19M 1.22%
69,593
+1,327
18
$5.8M 1.14%
136,569
+16,690
19
$5.69M 1.12%
63,341
-3,644
20
$5.65M 1.11%
47,186
+528
21
$5.64M 1.11%
179,753
+268
22
$5.53M 1.09%
49,456
-1,148
23
$5.43M 1.07%
50,591
+2,916
24
$5.39M 1.06%
32,843
+947
25
$5.37M 1.06%
59,082
+2,596
1
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