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
$1.75B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$13.2M
3
+$9.11M
4
GLD icon
SPDR Gold Trust
GLD
+$7.39M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.1M

Top Sells

1
+$9.23M
2
+$6.52M
3
+$5.63M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.18M
5
AEP icon
American Electric Power
AEP
+$5.12M

Sector Composition

1 Technology 10.9%
2 Financials 9.89%
3 Healthcare 8.22%
4 Industrials 6.51%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$125M 7.16%
442,368
-4,652
2
$72.2M 4.12%
234,078
+29,533
3
$56.5M 3.23%
277,593
-1,600
4
$55.4M 3.17%
607,992
+12,676
5
$37.9M 2.16%
197,255
+1,920
6
$36.3M 2.07%
262,900
+1,040
7
$35.7M 2.04%
176,648
+9,238
8
$28.8M 1.64%
742,622
+61,287
9
$27.6M 1.58%
658,357
-219,840
10
$25.5M 1.45%
425,634
+23,624
11
$25.4M 1.45%
131,457
+21,594
12
$25.2M 1.44%
536,804
+320,699
13
$24.4M 1.39%
295,362
+3,626
14
$24M 1.37%
255,571
+8,574
15
$23.3M 1.33%
79,073
+1,530
16
$21.5M 1.23%
58,851
+2,914
17
$21M 1.2%
530,559
+11,235
18
$19.4M 1.11%
273,220
+3,700
19
$18.5M 1.06%
74,043
+4,295
20
$18.4M 1.05%
340,519
+12,660
21
$18.1M 1.04%
298,147
-15,496
22
$17.1M 0.98%
151,810
-5,706
23
$15.9M 0.91%
101,395
+14,256
24
$15.7M 0.9%
285,592
+9,012
25
$15.1M 0.86%
107,350
+624
1
2 3 4 5