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
326
$220K 0.02%
1,454
-15
327
$219K 0.02%
1,491
+23
328
$218K 0.02%
1,432
-138
329
$218K 0.02%
1,955
330
$217K 0.02%
1,562
-133
331
$215K 0.02%
+2,456
332
$212K 0.02%
+3,667
333
$212K 0.02%
3,585
-332
334
$210K 0.02%
+1,160
335
$205K 0.01%
1,732
-172
336
$203K 0.01%
+3,762
337
$202K 0.01%
+4,000
338
$202K 0.01%
+564
339
$194K 0.01%
11,610
340
$158K 0.01%
19,996
341
$133K 0.01%
14,569
342
$16K ﹤0.01%
18,000
343
– –
-3,968
344
– –
-5,899
345
– –
-13,729
346
– –
-6,214
347
– –
-5,514
348
– –
-2,709
349
– –
-2,514
350
– –
-3,165
11 12 13
14
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