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
351
$215K 0.01%
+3,865
352
$212K 0.01%
4,967
-830
353
$206K 0.01%
1,076
-59
354
$203K 0.01%
376
355
$201K 0.01%
9,089
356
$192K 0.01%
2,905
357
$178K 0.01%
3,067
+705
358
$177K 0.01%
2,920
+56
359
$172K 0.01%
12,251
-573
360
$159K 0.01%
+676
361
$158K 0.01%
4,154
-320
362
$143K 0.01%
8,707
363
$142K 0.01%
8,659
-1,190
364
$133K 0.01%
2,000
365
$120K ﹤0.01%
1,625
-290
366
$112K ﹤0.01%
1,094
367
$110K ﹤0.01%
+11,000
368
$102K ﹤0.01%
710
+8
369
$101K ﹤0.01%
2,334
370
$99K ﹤0.01%
2,564
371
$97K ﹤0.01%
729
372
$90K ﹤0.01%
+1,250
373
$89K ﹤0.01%
1,470
+470
374
$84K ﹤0.01%
1,595
375
$84K ﹤0.01%
+17,970
13 14
15
16 17