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
51
$4.13M 0.59%
69,155
+5,136
52
$4.09M 0.58%
12,886
+1,193
53
$4.09M 0.58%
34,826
+24,413
54
$4.05M 0.58%
127,166
+33,822
55
$4.02M 0.57%
43,549
+3,087
56
$3.98M 0.56%
44,809
+8,894
57
$3.92M 0.56%
75,845
+2,740
58
$3.91M 0.55%
48,963
+3,869
59
$3.82M 0.54%
51,605
+3,544
60
$3.75M 0.53%
25,105
-654
61
$3.68M 0.52%
+76,788
62
$3.61M 0.51%
42,905
-3,837
63
$3.54M 0.5%
42,839
-1,136
64
$3.41M 0.48%
65,621
+2,535
65
$3.37M 0.48%
13,842
+9,816
66
$3.33M 0.47%
22,635
+6,378
67
$3.33M 0.47%
19,645
+15,328
68
$3.2M 0.45%
66,930
+7,829
69
$3.2M 0.45%
+64,020
70
$3.17M 0.45%
59,060
-2,330
71
$3.16M 0.45%
58,454
+6,822
72
$3.12M 0.44%
72,140
+14,158
73
$3.08M 0.44%
21,156
-39
74
$3.05M 0.43%
37,028
+2,076
75
$2.99M 0.42%
44,711
+1,797
1 2
3
4 5