PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
State Street 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
351
– –
-1,196
352
– –
-5,768
353
– –
-4,230
354
– –
-4,123
355
– –
-1,583
356
– –
-2,706
357
– –
-4,407
358
– –
-3,029
359
– –
-1,722
360
– –
-573
361
– –
-1,254
362
– –
-5,217
363
– –
-972,830
364
– –
-1,783
365
– –
-5,899
11 12 13 14
15