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
26
$6.8M 0.97%
201,485
+25,257
27
$6.8M 0.96%
146,220
-3,760
28
$6.56M 0.93%
38,069
+5,226
29
$6.53M 0.93%
74,933
+11,592
30
$6.14M 0.87%
87,613
-3,914
31
$5.94M 0.84%
68,076
-1,517
32
$5.88M 0.84%
46,068
-1,118
33
$5.82M 0.83%
45,786
+14,099
34
$5.7M 0.81%
127,718
+24,769
35
$5.7M 0.81%
113,707
+9,328
36
$5.39M 0.77%
130,518
-451
37
$5.38M 0.76%
72,252
+24,948
38
$5.37M 0.76%
50,486
+10,088
39
$5.25M 0.75%
128,692
+6,310
40
$5.03M 0.71%
58,720
-362
41
$4.92M 0.7%
89,135
+664
42
$4.88M 0.69%
52,025
-1,981
43
$4.84M 0.69%
36,601
-1,425
44
$4.81M 0.68%
57,569
+19,564
45
$4.68M 0.66%
66,944
+1,670
46
$4.6M 0.65%
58,863
+11,600
47
$4.45M 0.63%
97,949
+54,974
48
$4.41M 0.63%
+30,240
49
$4.38M 0.62%
73,418
+11,634
50
$4.18M 0.59%
54,366
-477
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2
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