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
426
$12K ﹤0.01%
+216
427
$12K ﹤0.01%
+212
428
$11K ﹤0.01%
+104
429
$11K ﹤0.01%
+403
430
$10K ﹤0.01%
+324
431
$10K ﹤0.01%
+154
432
$10K ﹤0.01%
+301
433
$9K ﹤0.01%
+295
434
$9K ﹤0.01%
+210
435
$9K ﹤0.01%
+41
436
$9K ﹤0.01%
+461
437
$9K ﹤0.01%
+291
438
$9K ﹤0.01%
+554
439
$9K ﹤0.01%
+322
440
$8K ﹤0.01%
+101
441
$8K ﹤0.01%
+95
442
$8K ﹤0.01%
+585
443
$8K ﹤0.01%
+280
444
$8K ﹤0.01%
+540
445
$8K ﹤0.01%
+186
446
$8K ﹤0.01%
+82
447
$7K ﹤0.01%
+154
448
$6K ﹤0.01%
+211
449
$6K ﹤0.01%
+750
450
$6K ﹤0.01%
+573