PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
This Quarter Return
+6.21%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$1.19B
AUM Growth
+$1.19B
(+13%)
Cap. Flow
+$81M
Cap. Flow
% of AUM
6.8%
Top 10 Holdings %
Top 10 Hldgs %
23.8%
Holding
450
New
52
Increased
220
Reduced
80
Closed
18
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$14.2M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$6.22M |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$5.34M |
| 4 |
Vanguard Growth ETF
VUG
|
$4.23M |
| 5 |
Bank of America
BAC
|
$2.8M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$5.07M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.14M |
| 3 |
Alerian MLP ETF
AMLP
|
$3.56M |
| 4 |
Wells Fargo
WFC
|
$2.13M |
| 5 |
BP
BP
|
$1.6M |
Sector Composition
| 1 | Financials | 15.08% |
| 2 | Healthcare | 9.21% |
| 3 | Technology | 7.94% |
| 4 | Industrials | 7.17% |
| 5 | Consumer Staples | 5.72% |
