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
$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
26
$22.8M 0.92%
102,290
-430
27
$22M 0.89%
168,301
-95,120
28
$21.3M 0.86%
107,232
+4,639
29
$20.7M 0.84%
133,959
+1,092
30
$20.5M 0.83%
84,095
+1,962
31
$19.3M 0.78%
92,878
-11,423
32
$19.2M 0.78%
337,110
+24,427
33
$19M 0.77%
86,243
+1,713
34
$17.9M 0.72%
51,399
+4,387
35
$17.7M 0.72%
77,284
+3,370
36
$17.6M 0.71%
239,943
+2,589
37
$17.4M 0.71%
79,518
+3,358
38
$17.2M 0.7%
164,455
+48,061
39
$17.1M 0.69%
787,041
+233,600
40
$16.9M 0.68%
102,577
-69
41
$16.5M 0.67%
325,728
+72,551
42
$15.7M 0.63%
149,748
+9,604
43
$15.4M 0.63%
287,340
+165
44
$15.4M 0.62%
136,852
+26,126
45
$15.1M 0.61%
271,314
+21,139
46
$15M 0.61%
179,389
+16,171
47
$14.8M 0.6%
111,448
+17,581
48
$14.7M 0.59%
99,108
+1,502
49
$14.6M 0.59%
107,973
+1,683
50
$14.3M 0.58%
94,986
+4,991
1
2
3 4 5