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
451
$13K ﹤0.01%
1,280
452
$13K ﹤0.01%
931
-10,217
453
$8K ﹤0.01%
378
454
$5K ﹤0.01%
200
455
$4K ﹤0.01%
+48
456
$4K ﹤0.01%
100
457
$3K ﹤0.01%
95
458
$3K ﹤0.01%
46
459
$2K ﹤0.01%
37
460
$1K ﹤0.01%
+17
461
$1K ﹤0.01%
+6
462
$1K ﹤0.01%
+38
463
– –
-936
464
– –
-1,226
465
– –
-400
466
– –
-2,888
467
– –
-295
468
– –
-300
469
– –
-10,000
470
– –
-200
471
– –
-2,835
472
– –
-1,248
473
– –
-631
474
– –
-2,985
475
– –
-2,307
16 17 18
19
20