PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$7.5M
3
+$5.31M
4
T icon
AT&T
T
+$5.08M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.04M

Top Sells

1
+$12.8M
2
+$12.4M
3
+$4.25M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.75M
5
C icon
Citigroup
C
+$2.63M

Sector Composition

1 Financials 12.83%
2 Technology 10.2%
3 Healthcare 8.63%
4 Industrials 7.05%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$332K 0.01%
4,688
-37,107
302
$331K 0.01%
10,063
+11
303
$323K 0.01%
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304
$322K 0.01%
1,757
305
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306
$312K 0.01%
688
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307
$310K 0.01%
+5,266
308
$308K 0.01%
3,743
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309
$307K 0.01%
1,491
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310
$304K 0.01%
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311
$300K 0.01%
1,500
312
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1,342
313
$294K 0.01%
6,512
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314
$292K 0.01%
1,305
-20
315
$289K 0.01%
19,461
+359
316
$287K 0.01%
5,386
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317
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8,500
318
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319
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876
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320
$267K 0.01%
604
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321
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1,436
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322
$262K 0.01%
3,151
+303
323
$262K 0.01%
4,565
-20
324
$260K 0.01%
+4,800
325
$255K 0.01%
9,651
-826
11 12
13
14 15