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
$1.33B
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$7.77M
3
+$6.87M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.78M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$4.31M

Top Sells

1
+$6.73M
2
+$3.79M
3
+$2.52M
4
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$2.4M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.21M

Sector Composition

1 Financials 13.38%
2 Healthcare 8.33%
3 Technology 8.21%
4 Industrials 7%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.62M 0.57%
87,208
-17,484
52
$7.43M 0.56%
40,323
-1,118
53
$7.34M 0.55%
83,167
+951
54
$7.31M 0.55%
98,326
-3,604
55
$7.23M 0.54%
99,406
-8,421
56
$7.21M 0.54%
146,842
+9,811
57
$7.17M 0.54%
+187,971
58
$7.14M 0.54%
42,198
+447
59
$7.11M 0.53%
83,016
+3,214
60
$6.75M 0.51%
54,689
+1,161
61
$6.73M 0.51%
94,432
+10,218
62
$6.63M 0.5%
75,314
+8,817
63
$6.5M 0.49%
66,761
+2,327
64
$6.43M 0.48%
104,806
-4,001
65
$6.15M 0.46%
28,842
+3,955
66
$6.07M 0.46%
17,113
+1,515
67
$6.07M 0.46%
29,678
+2,917
68
$6.02M 0.45%
32,330
+12
69
$5.94M 0.45%
112,389
+3,619
70
$5.89M 0.44%
71,907
+2,687
71
$5.73M 0.43%
41,038
+1,296
72
$5.72M 0.43%
51,636
+3,018
73
$5.63M 0.42%
107,466
-10,735
74
$5.48M 0.41%
43,252
+3,922
75
$5.4M 0.41%
147,120
+3,490
1 2
3
4 5