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
101
$2.18M 0.31%
70,973
+13,886
102
$2.17M 0.31%
39,050
+16,536
103
$2.1M 0.3%
62,985
+41,640
104
$2.09M 0.3%
13,639
+103
105
$2.07M 0.29%
9,308
+278
106
$1.98M 0.28%
36,287
+2,528
107
$1.91M 0.27%
11,939
-393
108
$1.91M 0.27%
7,846
+279
109
$1.87M 0.27%
+25,738
110
$1.85M 0.26%
25,200
+1,128
111
$1.85M 0.26%
55,197
+3,244
112
$1.83M 0.26%
13,817
+1,975
113
$1.78M 0.25%
45,961
-8,362
114
$1.77M 0.25%
21,994
+9,074
115
$1.72M 0.24%
11,216
+527
116
$1.71M 0.24%
13,800
+967
117
$1.7M 0.24%
+12,087
118
$1.65M 0.23%
40,746
+2,360
119
$1.65M 0.23%
31,591
-5,046
120
$1.64M 0.23%
12,609
-304
121
$1.62M 0.23%
30,008
-3,212
122
$1.59M 0.23%
21,598
-3,544
123
$1.59M 0.23%
13,347
124
$1.57M 0.22%
21,003
+3,108
125
$1.53M 0.22%
9,120
+520
3 4
5
6 7