PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
-11.61%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$1.06B
AUM Growth
+$1.06B
(-11%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
23.85%
Holding
448
New
16
Increased
149
Reduced
118
Closed
136
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$16.6M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$6.4M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
$4.38M |
| 4 |
AET
Aetna Inc
AET
|
$2.81M |
| 5 |
CELG
Celgene Corp
CELG
|
$2.5M |
Sector Composition
| 1 | Financials | 13.74% |
| 2 | Healthcare | 9.69% |
| 3 | Technology | 7.66% |
| 4 | Industrials | 6.89% |
| 5 | Consumer Staples | 6.49% |
