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
376
$29K ﹤0.01%
+1,242
377
$29K ﹤0.01%
+338
378
$28K ﹤0.01%
+511
379
$27K ﹤0.01%
+950
380
$26K ﹤0.01%
+480
381
$25K ﹤0.01%
+342
382
$24K ﹤0.01%
+244
383
$24K ﹤0.01%
+233
384
$24K ﹤0.01%
+411
385
$22K ﹤0.01%
+108
386
$22K ﹤0.01%
+227
387
$22K ﹤0.01%
+500
388
$21K ﹤0.01%
+235
389
$21K ﹤0.01%
+435
390
$21K ﹤0.01%
+35
391
$20K ﹤0.01%
+416
392
$20K ﹤0.01%
+253
393
$19K ﹤0.01%
+222
394
$19K ﹤0.01%
+538
395
$19K ﹤0.01%
+487
396
$19K ﹤0.01%
+931
397
$19K ﹤0.01%
+633
398
$18K ﹤0.01%
+483
399
$18K ﹤0.01%
+270
400
$17K ﹤0.01%
+178