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
$1.33B
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.99M
3
+$7.17M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.83M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$4.35M

Top Sells

1
+$6.8M
2
+$3.85M
3
+$2.52M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$2.45M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.23M

Sector Composition

1 Financials 13.38%
2 Healthcare 8.33%
3 Technology 8.21%
4 Industrials 7%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$435K 0.03%
6,421
+658
252
$430K 0.03%
5,884
253
$428K 0.03%
1,196
+31
254
$417K 0.03%
9,093
-4,579
255
$417K 0.03%
8,234
+577
256
$406K 0.03%
+13,729
257
$405K 0.03%
4,081
-7
258
$403K 0.03%
8,185
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259
$400K 0.03%
5,323
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260
$399K 0.03%
5,352
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261
$397K 0.03%
2,167
+244
262
$379K 0.03%
2,306
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263
$378K 0.03%
5,217
-304
264
$366K 0.03%
2,749
-114
265
$359K 0.03%
13,905
-3,159
266
$354K 0.03%
2,333
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267
$354K 0.03%
12,054
268
$340K 0.03%
6,875
269
$331K 0.02%
+3,893
270
$329K 0.02%
2,676
+111
271
$329K 0.02%
+2,100
272
$325K 0.02%
2,156
-89
273
$323K 0.02%
3,000
274
$318K 0.02%
1
275
$317K 0.02%
1,214
-80
9 10
11
12 13