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
276
$306K 0.02%
5,238
-500
277
$304K 0.02%
19,780
-2,555
278
$304K 0.02%
223
279
$300K 0.02%
4,609
-323
280
$298K 0.02%
17,548
+1,478
281
$296K 0.02%
1,587
-525
282
$295K 0.02%
11,259
283
$294K 0.02%
3,529
284
$292K 0.02%
3,198
+186
285
$292K 0.02%
5,745
+75
286
$290K 0.02%
2,661
287
$290K 0.02%
3,459
+298
288
$288K 0.02%
5,768
-316
289
$287K 0.02%
+7,392
290
$283K 0.02%
1,246
-33
291
$282K 0.02%
3,721
+561
292
$282K 0.02%
2,514
-3,230
293
$278K 0.02%
1,170
-200
294
$277K 0.02%
4,662
-609
295
$274K 0.02%
+851
296
$273K 0.02%
2,991
-127
297
$270K 0.02%
2,289
+38
298
$263K 0.02%
7,920
-2,136
299
$261K 0.02%
21,756
+400
300
$256K 0.02%
4,377
-300
10 11
12
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