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
276
$340K 0.02%
223
277
$324K 0.02%
3,000
278
$318K 0.02%
2,069
-31
279
$315K 0.02%
+7,755
280
$312K 0.02%
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281
$311K 0.02%
1,266
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282
$310K 0.02%
2,506
+217
283
$305K 0.02%
5,238
284
$304K 0.02%
19,780
285
$296K 0.02%
12,054
286
$296K 0.02%
4,573
-89
287
$295K 0.02%
5,021
+412
288
$292K 0.02%
+3,855
289
$290K 0.02%
3,906
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290
$290K 0.02%
3,786
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291
$288K 0.02%
7,392
292
$287K 0.02%
2,062
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293
$286K 0.02%
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294
$283K 0.02%
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295
$281K 0.02%
17,548
296
$273K 0.02%
+1,071
297
$273K 0.02%
+1,074
298
$272K 0.02%
3,695
+606
299
$270K 0.02%
3,114
+123
300
$267K 0.02%
+4,649
10 11
12
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