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
251
$625K 0.03%
5,843
-2,047
252
$619K 0.03%
10,878
+3,074
253
$617K 0.03%
+12,249
254
$613K 0.02%
3,520
255
$611K 0.02%
2,549
+60
256
$609K 0.02%
8,462
257
$579K 0.02%
12,140
+370
258
$577K 0.02%
5,843
259
$567K 0.02%
10,945
+5,761
260
$566K 0.02%
9,291
+2,313
261
$556K 0.02%
11,653
-1,115
262
$546K 0.02%
10,966
263
$505K 0.02%
1,839
+14
264
$490K 0.02%
9,705
-20
265
$485K 0.02%
1,526
-201
266
$481K 0.02%
+7,145
267
$476K 0.02%
1,013
+101
268
$469K 0.02%
6,061
-93
269
$466K 0.02%
762
-91
270
$463K 0.02%
43,511
271
$450K 0.02%
+16,693
272
$442K 0.02%
22,559
+785
273
$438K 0.02%
3,963
274
$437K 0.02%
5,460
275
$437K 0.02%
8,310
+43
9 10
11
12 13