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
101
$7.26M 0.29%
54,034
+7,578
102
$6.78M 0.27%
123,660
+15,872
103
$6.74M 0.27%
89,984
+336
104
$6.57M 0.27%
56,378
-1,959
105
$6.48M 0.26%
18,378
+62
106
$6.42M 0.26%
51,200
+700
107
$6.06M 0.25%
52,308
+1,887
108
$5.99M 0.24%
52,100
+9,319
109
$5.85M 0.24%
58,989
+7,977
110
$5.74M 0.23%
27,012
+2,646
111
$5.67M 0.23%
24,565
+1,187
112
$5.63M 0.23%
93,121
+1,124
113
$5.59M 0.23%
37,860
+758
114
$5.58M 0.23%
74,500
+1,816
115
$5.58M 0.23%
19,387
+2,888
116
$5.46M 0.22%
272,920
-22,080
117
$5.39M 0.22%
22,049
+1,121
118
$5.33M 0.22%
10,558
+5,494
119
$5.23M 0.21%
48,745
+3,156
120
$5.12M 0.21%
39,636
+5,152
121
$5M 0.2%
34,539
+6,409
122
$4.95M 0.2%
28,497
-7,840
123
$4.86M 0.2%
176,916
+8,214
124
$4.81M 0.19%
102,390
+11,511
125
$4.57M 0.19%
54,769
+1,890
3 4
5
6 7