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
326
$255K 0.01%
1,320
327
$254K 0.01%
+10,853
328
$254K 0.01%
9,760
+40
329
$254K 0.01%
+2,179
330
$253K 0.01%
4,917
331
$252K 0.01%
9,654
+42
332
$250K 0.01%
+4,109
333
$244K 0.01%
+13,188
334
$244K 0.01%
+10,210
335
$244K 0.01%
8,595
336
$240K 0.01%
2,623
-200
337
$240K 0.01%
+3,312
338
$238K 0.01%
2,106
339
$237K 0.01%
2,620
340
$236K 0.01%
4,849
+4,224
341
$236K 0.01%
+2,225
342
$233K 0.01%
+1,073
343
$233K 0.01%
2,560
+131
344
$232K 0.01%
+342
345
$230K 0.01%
4,620
346
$226K 0.01%
+2,438
347
$224K 0.01%
+4,635
348
$220K 0.01%
+2,000
349
$219K 0.01%
880
350
$219K 0.01%
12,588
12 13
14
15 16