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
126
$1.52M 0.22%
35,608
+171
127
$1.52M 0.22%
33,156
-22
128
$1.5M 0.21%
47,915
-796
129
$1.44M 0.2%
+62,950
130
$1.38M 0.2%
44,027
+9,939
131
$1.35M 0.19%
10,990
+7,000
132
$1.33M 0.19%
19,732
+3,482
133
$1.31M 0.19%
23,164
-2,451
134
$1.3M 0.18%
88,696
-2,484
135
$1.27M 0.18%
32,215
-982
136
$1.27M 0.18%
16,284
-353
137
$1.26M 0.18%
16,936
-4,430
138
$1.18M 0.17%
14,196
-300
139
$1.16M 0.16%
+42,800
140
$1.14M 0.16%
+22,024
141
$1.14M 0.16%
17,588
+4,921
142
$1.14M 0.16%
+61,000
143
$1.12M 0.16%
34,027
-3,082
144
$1.11M 0.16%
5,619
+231
145
$1.09M 0.15%
13,888
+8,256
146
$1.08M 0.15%
18,302
+397
147
$1.08M 0.15%
15,380
-1,258
148
$1.08M 0.15%
29,826
-672
149
$1.05M 0.15%
11,305
+3,904
150
$1.05M 0.15%
16,112
-385
4 5
6
7 8