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
276
$436K 0.02%
4,535
+1,403
277
$436K 0.02%
5,083
+1,155
278
$435K 0.02%
2,661
-28
279
$433K 0.02%
2,001
+213
280
$433K 0.02%
3,784
281
$419K 0.02%
1
282
$416K 0.02%
3,898
-1,328
283
$416K 0.02%
4,537
+168
284
$409K 0.02%
4,168
+54
285
$408K 0.02%
4,442
-839
286
$404K 0.02%
2,469
+680
287
$404K 0.02%
8,155
+155
288
$403K 0.02%
3,402
-339
289
$394K 0.02%
2,265
290
$392K 0.02%
1,051
-1
291
$389K 0.02%
3,798
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292
$381K 0.02%
3,732
-6
293
$373K 0.02%
730
294
$363K 0.01%
3,028
+122
295
$362K 0.01%
1,888
-98
296
$359K 0.01%
1,236
-2
297
$354K 0.01%
19,424
298
$347K 0.01%
1,943
+364
299
$333K 0.01%
1,519
+57
300
$333K 0.01%
1,068
-467
10 11
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