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
351
$43K 0.01%
+1,245
352
$42K 0.01%
+1,063
353
$42K 0.01%
+1,500
354
$42K 0.01%
+975
355
$41K 0.01%
+1,050
356
$40K 0.01%
+667
357
$40K 0.01%
+610
358
$39K 0.01%
+323
359
$39K 0.01%
+300
360
$39K 0.01%
+2,100
361
$39K 0.01%
+175
362
$36K 0.01%
+1,772
363
$35K 0.01%
+2,534
364
$35K 0.01%
+647
365
$35K 0.01%
+1,223
366
$34K ﹤0.01%
+1,075
367
$34K ﹤0.01%
+163
368
$33K ﹤0.01%
+205
369
$33K ﹤0.01%
+740
370
$31K ﹤0.01%
+225
371
$31K ﹤0.01%
+538
372
$31K ﹤0.01%
+1,100
373
$30K ﹤0.01%
+655
374
$30K ﹤0.01%
+262
375
$29K ﹤0.01%
+130
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