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
401
$17K ﹤0.01%
+2,168
402
$17K ﹤0.01%
+262
403
$17K ﹤0.01%
+337
404
$17K ﹤0.01%
+99
405
$16K ﹤0.01%
+190
406
$16K ﹤0.01%
+1,475
407
$16K ﹤0.01%
+152
408
$16K ﹤0.01%
+554
409
$16K ﹤0.01%
+351
410
$16K ﹤0.01%
+97
411
$15K ﹤0.01%
+197
412
$15K ﹤0.01%
+324
413
$15K ﹤0.01%
+121
414
$14K ﹤0.01%
+193
415
$14K ﹤0.01%
+196
416
$14K ﹤0.01%
+300
417
$14K ﹤0.01%
+200
418
$13K ﹤0.01%
+333
419
$13K ﹤0.01%
+425
420
$13K ﹤0.01%
+726
421
$13K ﹤0.01%
+300
422
$12K ﹤0.01%
+201
423
$12K ﹤0.01%
+87
424
$12K ﹤0.01%
+593
425
$12K ﹤0.01%
+260