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
276
$267K 0.03%
3,857
+51
277
$266K 0.03%
3,461
+392
278
$265K 0.03%
+11,259
279
$259K 0.02%
2,394
+180
280
$258K 0.02%
5,102
-154
281
$257K 0.02%
12,054
282
$254K 0.02%
2,005
+11
283
$253K 0.02%
2,625
-1,657
284
$252K 0.02%
13,025
+2,603
285
$251K 0.02%
1,930
-8
286
$250K 0.02%
2,061
+90
287
$245K 0.02%
4,840
288
$245K 0.02%
6,875
289
$239K 0.02%
1,217
+120
290
$239K 0.02%
4,798
291
$234K 0.02%
3,474
292
$230K 0.02%
4,055
293
$230K 0.02%
5,292
294
$229K 0.02%
7,249
-2,319
295
$226K 0.02%
2,259
+255
296
$224K 0.02%
3,046
+366
297
$218K 0.02%
14,865
+2,746
298
$218K 0.02%
3,027
-115
299
$217K 0.02%
7,170
-397
300
$215K 0.02%
3,162
+11
10 11
12
13 14