PFPT

Pinnacle Financial Partners (Tennessee) Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.43M
3
+$5.31M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$5.29M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.05M

Top Sells

1
+$13.1M
2
+$12.4M
3
+$4.04M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.72M
5
C icon
Citigroup
C
+$2.75M

Sector Composition

1 Financials 12.83%
2 Technology 10.2%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-2,226
477
– –
-269
478
– –
-1
479
– –
-933
480
– –
-10,000
481
– –
-200
16 17 18 19
20