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
251
$274K 0.04%
+6,971
252
$272K 0.04%
2,830
-700
253
$272K 0.04%
5,613
+818
254
$271K 0.04%
2,427
+115
255
$269K 0.04%
16,871
256
$268K 0.04%
+5,593
257
$265K 0.04%
4,112
258
$262K 0.04%
4,840
259
$262K 0.04%
+5,500
260
$261K 0.04%
2,060
+80
261
$258K 0.04%
+453
262
$257K 0.04%
3,293
263
$255K 0.04%
1
264
$255K 0.04%
4,757
-100
265
$250K 0.04%
+10,500
266
$241K 0.03%
+4,863
267
$238K 0.03%
1,408
-147
268
$236K 0.03%
126
269
$234K 0.03%
+4,444
270
$233K 0.03%
4,810
+110
271
$230K 0.03%
+7,044
272
$227K 0.03%
+4,105
273
$225K 0.03%
1,170
-105
274
$222K 0.03%
5,708
275
$220K 0.03%
1,755
+70
9 10
11
12 13