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
376
$68K ﹤0.01%
835
377
$67K ﹤0.01%
1,599
378
$66K ﹤0.01%
+565
379
$65K ﹤0.01%
2,139
380
$63K ﹤0.01%
660
381
$62K ﹤0.01%
783
382
$61K ﹤0.01%
+2,500
383
$60K ﹤0.01%
3,591
384
$59K ﹤0.01%
2,524
385
$58K ﹤0.01%
750
386
$55K ﹤0.01%
3,700
387
$55K ﹤0.01%
427
+21
388
$55K ﹤0.01%
1,450
389
$54K ﹤0.01%
3,051
390
$53K ﹤0.01%
+314
391
$53K ﹤0.01%
1,102
392
$50K ﹤0.01%
+134
393
$50K ﹤0.01%
+419
394
$49K ﹤0.01%
1,892
395
$47K ﹤0.01%
1,000
396
$45K ﹤0.01%
+435
397
$45K ﹤0.01%
+1,190
398
$45K ﹤0.01%
+720
399
$45K ﹤0.01%
2,510
400
$44K ﹤0.01%
+238
14 15
16
17 18