PFP
Pinnacle Financial Partners Portfolio holdings
AUM
$4.96B
1-Year Return
8.8%
This Quarter Return
+13.27%
1 Year Return
+8.8%
3 Year Return
+32.9%
5 Year Return
+134.12%
10 Year Return
+212.88%
AUM
$2.03B
AUM Growth
+$189M
(+10%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
27.51%
Holding
466
New
15
Increased
118
Reduced
149
Closed
8
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.91M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$4.22M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$3.96M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$3.61M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$3.43M |
Top Sells
| 1 |
AT&T
T
|
$5.04M |
| 2 |
Vanguard Growth ETF
VUG
|
$3.15M |
| 3 |
Amgen
AMGN
|
$2.38M |
| 4 |
Intel
INTC
|
$2.2M |
| 5 |
Exxon Mobil
XOM
|
$2.05M |
Sector Composition
| 1 | Financials | 11.39% |
| 2 | Technology | 10.52% |
| 3 | Healthcare | 8.25% |
| 4 | Industrials | 6.8% |
| 5 | Consumer Discretionary | 6.13% |
