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
$704M
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$13.7M
3
+$10.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.45M

Top Sells

1
+$1.64M
2
+$415K
3
+$390K
4
CA
CA, Inc.
CA
+$375K
5
OIH icon
VanEck Oil Services ETF
OIH
+$359K

Sector Composition

1 Financials 12.6%
2 Healthcare 10.49%
3 Technology 8.71%
4 Consumer Staples 7.72%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$340K 0.05%
+2,837
227
$338K 0.05%
+11,253
228
$338K 0.05%
1,317
-20
229
$337K 0.05%
2,091
+411
230
$337K 0.05%
+16,524
231
$324K 0.05%
6,121
+906
232
$324K 0.05%
5,212
-1,968
233
$318K 0.05%
22,460
-15,440
234
$314K 0.04%
9,233
+229
235
$312K 0.04%
5,680
+340
236
$310K 0.04%
5,106
+75
237
$309K 0.04%
+5,941
238
$306K 0.04%
+2,310
239
$297K 0.04%
9,000
240
$297K 0.04%
5,212
+95
241
$291K 0.04%
+15,400
242
$291K 0.04%
+3,521
243
$291K 0.04%
+5,246
244
$289K 0.04%
+2,453
245
$287K 0.04%
+1,795
246
$287K 0.04%
+4,735
247
$283K 0.04%
5,188
+952
248
$282K 0.04%
668
+32
249
$276K 0.04%
+3,155
250
$274K 0.04%
1,263
+160
8 9
10
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