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
401
$42K ﹤0.01%
+820
402
$41K ﹤0.01%
+391
403
$40K ﹤0.01%
127
404
$38K ﹤0.01%
1,026
405
$38K ﹤0.01%
225
406
$37K ﹤0.01%
+161
407
$37K ﹤0.01%
+785
408
$37K ﹤0.01%
2,000
409
$36K ﹤0.01%
+1,760
410
$35K ﹤0.01%
147
-849
411
$33K ﹤0.01%
+665
412
$32K ﹤0.01%
+40
413
$32K ﹤0.01%
3,579
-16,407
414
$31K ﹤0.01%
2,234
415
$31K ﹤0.01%
20
416
$31K ﹤0.01%
+150
417
$31K ﹤0.01%
1,400
418
$30K ﹤0.01%
+195
419
$29K ﹤0.01%
+175
420
$28K ﹤0.01%
+600
421
$28K ﹤0.01%
700
422
$27K ﹤0.01%
+190
423
$27K ﹤0.01%
+210
424
$27K ﹤0.01%
+250
425
$27K ﹤0.01%
385
15 16
17
18 19