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
476
-5,514
477
-6,397
478
-6,900
479
-4,000
480
-73,556
481
-582
482
-583
483
$0 ﹤0.01%
+66
484
$0 ﹤0.01%
+100
485
$0 ﹤0.01%
+2
486
$0 ﹤0.01%
+52