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
426
$26K ﹤0.01%
+520
427
$26K ﹤0.01%
+440
428
$26K ﹤0.01%
+535
429
$26K ﹤0.01%
590
430
$25K ﹤0.01%
+500
431
$25K ﹤0.01%
360
432
$24K ﹤0.01%
+297
433
$24K ﹤0.01%
895
+695
434
$23K ﹤0.01%
270
435
$22K ﹤0.01%
311
436
$22K ﹤0.01%
+630
437
$21K ﹤0.01%
350
438
$21K ﹤0.01%
339
439
$20K ﹤0.01%
1,000
440
$20K ﹤0.01%
637
441
$20K ﹤0.01%
2,255
442
$19K ﹤0.01%
240
443
$19K ﹤0.01%
555
444
$18K ﹤0.01%
+680
445
$17K ﹤0.01%
566
446
$16K ﹤0.01%
190
-178
447
$16K ﹤0.01%
479
448
$16K ﹤0.01%
744
449
$15K ﹤0.01%
164
450
$14K ﹤0.01%
176
16 17
18
19 20