PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
+1.63%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$1.39B
AUM Growth
+$1.39B
(+4.6%)
Cap. Flow
+$45.4M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
22.47%
Holding
367
New
20
Increased
193
Reduced
84
Closed
25
Top Buys
| 1 |
VanEck Long Muni ETF
MLN
|
$4.91M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.43M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$3.37M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.71M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.65M |
Top Sells
| 1 |
DSKE
Daseke, Inc. Common Stock
DSKE
|
$3.5M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$3.36M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$2.19M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$2.13M |
| 5 |
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% |
