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
451
$6K ﹤0.01%
+50
452
$6K ﹤0.01%
+120
453
$5K ﹤0.01%
+20
454
$5K ﹤0.01%
+34
455
$3K ﹤0.01%
200
-15,782
456
$3K ﹤0.01%
+66
457
$3K ﹤0.01%
+86
458
$3K ﹤0.01%
+147
459
$3K ﹤0.01%
+245
460
$3K ﹤0.01%
+63
461
$3K ﹤0.01%
+97
462
$2K ﹤0.01%
+186
463
$2K ﹤0.01%
+109
464
$2K ﹤0.01%
+67
465
$2K ﹤0.01%
+45
466
$2K ﹤0.01%
+75
467
$1K ﹤0.01%
+2
468
$1K ﹤0.01%
+31
469
$1K ﹤0.01%
+55
470
$1K ﹤0.01%
+37
471
$1K ﹤0.01%
+20
472
$1K ﹤0.01%
+90
473
$1K ﹤0.01%
+49
474
– –
-21,500
475
– –
-2,958
16 17 18
19
20