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
276
$212K 0.03%
+2,743
277
$210K 0.03%
3,293
+60
278
$210K 0.03%
+7,500
279
$206K 0.03%
+4,435
280
$202K 0.03%
+4,600
281
$198K 0.03%
+3,190
282
$194K 0.03%
+3,549
283
$190K 0.03%
+2,225
284
$164K 0.02%
+2,023
285
$162K 0.02%
+6,309
286
$157K 0.02%
+2,950
287
$146K 0.02%
+10,200
288
$145K 0.02%
+4,473
289
$143K 0.02%
+1,582
290
$134K 0.02%
+1,685
291
$132K 0.02%
34,000
292
$131K 0.02%
5,480
+300
293
$127K 0.02%
+8,300
294
$127K 0.02%
+2,300
295
$126K 0.02%
+948
296
$126K 0.02%
+3,132
297
$114K 0.02%
+4,233
298
$114K 0.02%
+961
299
$111K 0.02%
+3,421
300
$110K 0.02%
+2,444
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