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
251
$342K 0.03%
4,112
+30
252
$338K 0.03%
5,391
-2,299
253
$336K 0.03%
5,985
-40
254
$333K 0.03%
2,749
+38
255
$332K 0.03%
5,092
-5
256
$328K 0.03%
+5,479
257
$326K 0.03%
2,721
-79
258
$325K 0.03%
5,069
259
$318K 0.03%
+2,038
260
$316K 0.03%
9,000
261
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5,093
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262
$306K 0.03%
1
263
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264
$303K 0.03%
6,948
-2,479
265
$303K 0.03%
12,342
-13,432
266
$288K 0.03%
2,270
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267
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+5,488
268
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16,070
269
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220
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270
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2,312
271
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+3,000
272
$274K 0.03%
4,774
-3,574
273
$272K 0.03%
8,447
-707
274
$272K 0.03%
1,112
-512
275
$271K 0.03%
2,643
-115
9 10
11
12 13