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
301
$255K 0.02%
10,500
302
$255K 0.02%
1,570
-332
303
$254K 0.02%
+914
304
$254K 0.02%
+1,583
305
$253K 0.02%
+1,508
306
$250K 0.02%
3,755
-300
307
$250K 0.02%
3,917
-937
308
$242K 0.02%
+4,123
309
$241K 0.02%
+573
310
$236K 0.02%
1,177
-319
311
$235K 0.02%
+2,706
312
$235K 0.02%
2,769
-54
313
$235K 0.02%
5,433
+96
314
$234K 0.02%
+2,040
315
$232K 0.02%
1,904
+64
316
$231K 0.02%
+1,337
317
$231K 0.02%
+2,286
318
$229K 0.02%
1,722
-726
319
$227K 0.02%
+5,899
320
$226K 0.02%
2,629
-318
321
$225K 0.02%
6,214
-1,599
322
$225K 0.02%
21,600
323
$222K 0.02%
4,407
-330
324
$221K 0.02%
1,695
-136
325
$221K 0.02%
11,592
11 12
13
14 15