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
$1.39B
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.43M
3
+$3.37M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.71M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.65M

Top Sells

1
+$3.5M
2
+$3.36M
3
+$2.19M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.13M
5
RTX icon
RTX Corp
RTX
+$1.56M

Sector Composition

1 Financials 13.09%
2 Technology 8.71%
3 Healthcare 8.06%
4 Industrials 7.01%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$655K 0.05%
3,101
-133
227
$645K 0.05%
38,709
228
$644K 0.05%
12,074
+29
229
$634K 0.05%
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230
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16,774
+2,319
231
$624K 0.04%
10,949
-26,345
232
$613K 0.04%
6,886
233
$601K 0.04%
6,037
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234
$601K 0.04%
2,780
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235
$588K 0.04%
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236
$564K 0.04%
16,088
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237
$555K 0.04%
1,481
+8
238
$554K 0.04%
3,388
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239
$546K 0.04%
3,676
+1,343
240
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241
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242
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243
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10,859
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244
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13,317
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245
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31,526
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246
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5,576
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247
$481K 0.03%
6,046
248
$477K 0.03%
+2,287
249
$459K 0.03%
24,637
250
$459K 0.03%
8,734
+500
8 9
10
11 12