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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.43M
3
+$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1
+$16.6M
2
+$6.4M
3
+$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$478K 0.05%
2,051
227
$471K 0.04%
1,614
+1,009
228
$465K 0.04%
12,497
+22
229
$464K 0.04%
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230
$442K 0.04%
+33,491
231
$427K 0.04%
12,775
+4,376
232
$421K 0.04%
13,218
+1,202
233
$418K 0.04%
3,922
-95
234
$412K 0.04%
1,682
-28
235
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6,146
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236
$408K 0.04%
10,242
-14,832
237
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+3,993
238
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12,029
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239
$385K 0.04%
6,207
-7,207
240
$380K 0.04%
3,565
241
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2,422
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242
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24,327
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243
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5,858
244
$376K 0.04%
7,323
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245
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2,705
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246
$368K 0.03%
11,856
+11,717
247
$366K 0.03%
5,884
248
$356K 0.03%
1,873
+1,848
249
$353K 0.03%
6,241
-229
250
$346K 0.03%
5,932
-1,065
8 9
10
11 12