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
301
$213K 0.02%
15,776
302
$213K 0.02%
20,858
+3,312
303
$212K 0.02%
1,951
-669
304
$211K 0.02%
4,137
-1,122
305
$207K 0.02%
4,464
-2,387
306
$205K 0.02%
7,933
+135
307
$202K 0.02%
10,500
308
$162K 0.02%
11,610
+9,100
309
$156K 0.01%
10,153
+2,303
310
$67K 0.01%
+3,237
311
$19K ﹤0.01%
18,000
312
– –
-94
313
– –
-1,316
314
– –
-111
315
– –
-678
316
– –
-2,856
317
– –
-38
318
– –
-8,133
319
– –
-2,415
320
– –
-1,388
321
– –
-750
322
– –
-602
323
– –
-1,000
324
– –
-1,504
325
– –
-1,000
11 12
13
14 15