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
$704M
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$13.7M
3
+$10.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.45M

Top Sells

1
+$1.64M
2
+$415K
3
+$390K
4
CA
CA, Inc.
CA
+$375K
5
OIH icon
VanEck Oil Services ETF
OIH
+$359K

Sector Composition

1 Financials 12.6%
2 Healthcare 10.49%
3 Technology 8.71%
4 Consumer Staples 7.72%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$63K 0.01%
+1,800
327
$62K 0.01%
+2,175
328
$61K 0.01%
+489
329
$60K 0.01%
+4,640
330
$60K 0.01%
+549
331
$59K 0.01%
+300
332
$59K 0.01%
+1,156
333
$58K 0.01%
+540
334
$55K 0.01%
+430
335
$55K 0.01%
+1,068
336
$54K 0.01%
+1,230
337
$53K 0.01%
+425
338
$52K 0.01%
+850
339
$52K 0.01%
+225
340
$51K 0.01%
+617
341
$48K 0.01%
+743
342
$47K 0.01%
+325
343
$47K 0.01%
+595
344
$47K 0.01%
+925
345
$46K 0.01%
+1,777
346
$45K 0.01%
+500
347
$44K 0.01%
+45
348
$43K 0.01%
+1,700
349
$43K 0.01%
+300
350
$43K 0.01%
+1,075
12 13
14
15 16