PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
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
+$7.5M
3
+$5.31M
4
T icon
AT&T
T
+$5.08M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.04M

Top Sells

1
+$12.8M
2
+$12.4M
3
+$4.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.75M
5
C icon
Citigroup
C
+$2.63M

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
226
$830K 0.03%
12,416
+592
227
$828K 0.03%
7,369
+904
228
$812K 0.03%
15,286
+991
229
$785K 0.03%
37,854
+2,357
230
$781K 0.03%
+21,440
231
$775K 0.03%
1,582
-69
232
$763K 0.03%
24,600
+1,100
233
$761K 0.03%
3,219
-213
234
$747K 0.03%
23,424
-991
235
$737K 0.03%
18,398
+1,249
236
$728K 0.03%
1,996
+99
237
$714K 0.03%
19,451
+7,868
238
$710K 0.03%
14,910
-5,855
239
$705K 0.03%
10,501
+60
240
$705K 0.03%
3,695
-236
241
$704K 0.03%
1,282
-80
242
$681K 0.03%
12,935
+1,915
243
$667K 0.03%
6,549
-633
244
$665K 0.03%
304
-55
245
$661K 0.03%
1,733
-25
246
$640K 0.03%
5,062
-389
247
$635K 0.03%
5,884
248
$635K 0.03%
32,188
+110
249
$629K 0.03%
5,246
-400
250
$627K 0.03%
+23,566
8 9
10
11 12