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
301
$105K 0.01%
+2,623
302
$104K 0.01%
+1,869
303
$100K 0.01%
+3,180
304
$100K 0.01%
+3,200
305
$99K 0.01%
+1,390
306
$99K 0.01%
14,632
307
$97K 0.01%
+3,986
308
$91K 0.01%
1,509
-1,666
309
$89K 0.01%
+1,000
310
$86K 0.01%
+1,500
311
$85K 0.01%
+1,324
312
$81K 0.01%
+488
313
$79K 0.01%
+1,315
314
$78K 0.01%
+3,333
315
$78K 0.01%
+1,250
316
$75K 0.01%
+400
317
$75K 0.01%
+750
318
$75K 0.01%
+2,252
319
$72K 0.01%
+410
320
$71K 0.01%
+2,043
321
$69K 0.01%
+1,404
322
$68K 0.01%
+792
323
$65K 0.01%
+1,032
324
$64K 0.01%
+479
325
$63K 0.01%
+4,330
11 12
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