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
$1.33B
AUM Growth
+$90.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.99M
3
+$7.17M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.83M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$4.35M

Top Sells

1
+$6.8M
2
+$3.85M
3
+$2.52M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$2.45M
5
DVY icon
iShares Select Dividend ETF
DVY
+$2.23M

Sector Composition

1 Financials 13.38%
2 Healthcare 8.33%
3 Technology 8.21%
4 Industrials 7%
5 Consumer Staples 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.84M 0.21%
25,773
-7,530
127
$2.82M 0.21%
65,162
-9,990
128
$2.77M 0.21%
45,619
-242
129
$2.75M 0.21%
70,142
+1,602
130
$2.74M 0.21%
15,918
131
$2.72M 0.2%
50,380
+2,660
132
$2.62M 0.2%
66,035
+38,136
133
$2.58M 0.19%
29,858
+4,048
134
$2.57M 0.19%
50,335
-933
135
$2.54M 0.19%
6,989
+169
136
$2.53M 0.19%
17,465
+7,895
137
$2.5M 0.19%
31,993
+11,523
138
$2.49M 0.19%
64,020
+16,189
139
$2.44M 0.18%
52,911
+78
140
$2.35M 0.18%
11,921
+474
141
$2.32M 0.17%
48,845
+7,827
142
$2.27M 0.17%
37,294
-955
143
$2.27M 0.17%
152,227
-257
144
$2.2M 0.16%
59,613
+1,857
145
$2.16M 0.16%
44,178
146
$2.15M 0.16%
83,181
147
$2.13M 0.16%
37,406
+9,071
148
$2.13M 0.16%
26,815
149
$2.09M 0.16%
34,288
-363
150
$2.03M 0.15%
44,814
+2,220
4 5
6
7 8