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
$1.33B
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.99M
3
+$7.17M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.83M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$4.35M

Top Sells

1
+$6.8M
2
+$3.85M
3
+$2.52M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$2.45M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.23M

Sector Composition

1 Financials 13.38%
2 Healthcare 8.33%
3 Technology 8.21%
4 Industrials 7%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-20
427
– –
-350
428
– –
-969
429
– –
-1,725
430
– –
-20
431
– –
-3,738
432
– –
-2
433
– –
-8,432
434
– –
-3,618
435
– –
-4,937
436
– –
-127
437
– –
-3,700
438
– –
-10,043
439
– –
-100
440
– –
-104
441
– –
-917
442
– –
-11,000
443
– –
-1,032
444
– –
-70
445
– –
-3,051
446
– –
-100
447
– –
-1,189
448
– –
-146
449
– –
-914
450
– –
-100
16 17
18
19 20