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
$1.33B
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.99M
3
+$7.17M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.83M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$4.35M

Top Sells

1
+$6.8M
2
+$3.85M
3
+$2.52M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$2.45M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.23M

Sector Composition

1 Financials 13.38%
2 Healthcare 8.33%
3 Technology 8.21%
4 Industrials 7%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$220K 0.02%
3,029
-506
327
$219K 0.02%
+1,859
328
$217K 0.02%
+1,955
329
$216K 0.02%
+1,590
330
$214K 0.02%
5,810
-140
331
$213K 0.02%
+3,968
332
$213K 0.02%
3,089
+2,709
333
$213K 0.02%
+1,783
334
$213K 0.02%
+1,468
335
$213K 0.02%
+3,024
336
$209K 0.02%
5,514
337
$208K 0.02%
+2,709
338
$207K 0.02%
+3,165
339
$204K 0.02%
+4,230
340
$202K 0.02%
+1,469
341
$201K 0.02%
1,426
+27
342
$184K 0.01%
11,610
343
$150K 0.01%
19,996
+7,054
344
$149K 0.01%
14,569
345
$17K ﹤0.01%
18,000
346
– –
-1,400
347
– –
-1,064
348
– –
-551
349
– –
-25
350
– –
-3,550
12 13
14
15 16