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
51
$14.1M 0.57%
134,150
+71,102
52
$14.1M 0.57%
251,670
+2,525
53
$14.1M 0.57%
40,771
-18
54
$14M 0.57%
59,030
-242
55
$14M 0.56%
58,641
+1,568
56
$13.8M 0.56%
33,574
+1,943
57
$13.7M 0.55%
436,780
+73,749
58
$13.5M 0.55%
173,143
+13,623
59
$13.4M 0.54%
212,508
+57,350
60
$13.3M 0.54%
90,012
-183
61
$13.3M 0.54%
15,188
+339
62
$13.3M 0.54%
232,540
+1,924
63
$13.2M 0.53%
85,210
+1,554
64
$12.9M 0.52%
8,629
+585
65
$12.7M 0.51%
323,582
+12,484
66
$12.5M 0.51%
110,473
+16,657
67
$12.3M 0.5%
28,605
+73
68
$12.1M 0.49%
127,446
-20,824
69
$11.8M 0.48%
104,783
-822
70
$11.8M 0.48%
23,935
+505
71
$11.5M 0.47%
112,559
+1,709
72
$11.5M 0.47%
116,533
+2,388
73
$10.9M 0.44%
161,190
+13,046
74
$10.9M 0.44%
205,002
+5,852
75
$10.8M 0.44%
46,876
-459
1 2
3
4 5