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
$1.39B
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.43M
3
+$3.37M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.71M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.65M

Top Sells

1
+$3.5M
2
+$3.36M
3
+$2.19M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.13M
5
RTX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$265K 0.02%
2,661
302
$259K 0.02%
21,756
303
$256K 0.02%
1,402
+65
304
$255K 0.02%
4,377
305
$254K 0.02%
8,880
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306
$252K 0.02%
3,755
307
$250K 0.02%
9,966
-1,293
308
$248K 0.02%
1,590
309
$248K 0.02%
10,500
310
$247K 0.02%
5,328
-105
311
$246K 0.02%
2,661
+32
312
$246K 0.02%
3,024
313
$244K 0.02%
745
-106
314
$243K 0.02%
2,868
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315
$240K 0.02%
1,145
-101
316
$238K 0.02%
1,895
-145
317
$234K 0.02%
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318
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319
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2,396
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320
$229K 0.02%
1,184
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321
$227K 0.02%
2,481
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322
$227K 0.02%
21,600
323
$225K 0.02%
5,720
-90
324
$224K 0.02%
914
325
$220K 0.02%
11,664
+72
11 12
13
14 15