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
76
$2.9M 0.41%
36,098
-3,015
77
$2.79M 0.4%
46,692
-2,210
78
$2.75M 0.39%
35,396
+2,387
79
$2.71M 0.38%
26,417
+20,818
80
$2.7M 0.38%
69,894
+3,330
81
$2.68M 0.38%
64,770
+4,250
82
$2.66M 0.38%
40,418
+8,665
83
$2.65M 0.38%
24,507
-325
84
$2.51M 0.36%
57,038
+5,465
85
$2.49M 0.35%
36,908
+1,903
86
$2.47M 0.35%
54,300
-4,000
87
$2.46M 0.35%
20,712
+361
88
$2.44M 0.35%
45,427
+1,861
89
$2.4M 0.34%
28,516
+4,626
90
$2.4M 0.34%
26,293
-1,111
91
$2.38M 0.34%
26,755
+22,011
92
$2.35M 0.33%
48,373
+30,475
93
$2.34M 0.33%
30,500
+3,477
94
$2.26M 0.32%
36,970
+8,490
95
$2.26M 0.32%
28,486
-1,886
96
$2.25M 0.32%
30,342
+23,575
97
$2.23M 0.32%
20,474
-166
98
$2.23M 0.32%
30,379
+1,146
99
$2.23M 0.32%
48,884
-1,419
100
$2.19M 0.31%
83,181
2 3
4
5 6