PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Return
8.8%
This Quarter Return
-18.42%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$1.45B
AUM Growth
-$168M
(-10%)
Cap. Flow
+$161M
Cap. Flow
% of AUM
11.14%
Top 10 Holdings %
Top 10 Hldgs %
27.68%
Holding
490
New
15
Increased
176
Reduced
137
Closed
50
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$87M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.05M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.08M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$6.49M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$5.73M |
Top Sells
| 1 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$11.6M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$9.49M |
| 3 |
Pinnacle Financial Partners
PNFP
|
$8.73M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.13M |
| 5 |
AGN
Allergan plc
AGN
|
$3.04M |
Sector Composition
| 1 | Financials | 10.29% |
| 2 | Technology | 9.98% |
| 3 | Healthcare | 8.37% |
| 4 | Industrials | 6.55% |
| 5 | Consumer Staples | 6.4% |
