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
251
$454K 0.03%
3,237
+39
252
$452K 0.03%
4,114
+33
253
$449K 0.03%
3,972
254
$448K 0.03%
3,375
+699
255
$439K 0.03%
8,962
-4,494
256
$434K 0.03%
5,884
257
$432K 0.03%
6,421
258
$425K 0.03%
5,304
-19
259
$418K 0.03%
8,983
-110
260
$401K 0.03%
7,418
+1,673
261
$390K 0.03%
5,069
-283
262
$390K 0.03%
1,465
+251
263
$380K 0.03%
+1,528
264
$376K 0.03%
8,224
+39
265
$373K 0.03%
1,876
-291
266
$370K 0.03%
7,136
+261
267
$367K 0.03%
2,954
-181
268
$366K 0.03%
13,905
269
$363K 0.03%
+3,736
270
$362K 0.03%
+1,508
271
$362K 0.03%
2,488
+182
272
$361K 0.03%
2,309
+153
273
$348K 0.03%
3,655
+126
274
$342K 0.02%
3,303
+105
275
$341K 0.02%
1,805
+218
9 10
11
12 13