PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Return
8.8%
This Quarter Return
+18.7%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$1.75B
AUM Growth
+$305M
(+21%)
Cap. Flow
+$55.3M
Cap. Flow
% of AUM
3.16%
Top 10 Holdings %
Top 10 Hldgs %
28.62%
Holding
461
New
21
Increased
158
Reduced
127
Closed
25
Top Buys
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$15M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$13.2M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$9.11M |
| 4 |
SPDR Gold Trust
GLD
|
$7.39M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$7.1M |
Top Sells
| 1 |
Pinnacle Financial Partners
PNFP
|
$9.23M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$6.52M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$5.63M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.18M |
| 5 |
American Electric Power
AEP
|
$5.12M |
Sector Composition
| 1 | Technology | 10.9% |
| 2 | Financials | 9.89% |
| 3 | Healthcare | 8.22% |
| 4 | Industrials | 6.51% |
| 5 | Consumer Discretionary | 6.04% |
