PFP

Pinnacle Financial Partners Portfolio holdings

AUM $4.18B
1-Year Est. Return 16.01%
This Quarter Est. Return
1 Year Est. Return
+16.01%
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
76
$10.8M 0.44%
86,668
+3,801
77
$10.4M 0.42%
36,005
-1,333
78
$10.2M 0.41%
188,494
+386
79
$10.1M 0.41%
229,781
+6,726
80
$9.91M 0.4%
45,783
+2,397
81
$9.86M 0.4%
109,601
+4,580
82
$9.66M 0.39%
58,147
+1,313
83
$9.57M 0.39%
122,985
+2,606
84
$9.49M 0.38%
50,394
+1,250
85
$9.45M 0.38%
229,287
+5,667
86
$9.38M 0.38%
23,694
+871
87
$9.36M 0.38%
53,242
+1,157
88
$9.34M 0.38%
271,445
-29,879
89
$9.11M 0.37%
32,777
+1,471
90
$8.9M 0.36%
150,421
+2,802
91
$8.8M 0.36%
65,746
+6,380
92
$8.69M 0.35%
52,598
+3,377
93
$8.63M 0.35%
111,032
+64,070
94
$8.4M 0.34%
132,748
+4,274
95
$8.38M 0.34%
82,287
+2,717
96
$8.28M 0.34%
132,672
+6,560
97
$7.86M 0.32%
98,305
+2,991
98
$7.74M 0.31%
54,130
+3,492
99
$7.38M 0.3%
71,186
+2,070
100
$7.32M 0.3%
37,490
+3,318
2 3
4
5 6