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
$1.39B
AUM Growth
+$60.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$4.91M
2
+$3.43M
3
+$3.37M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.71M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.65M

Top Sells

1
+$3.5M
2
+$3.36M
3
+$2.19M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.13M
5
RTX icon
RTX Corp
RTX
+$1.56M

Sector Composition

1 Financials 13.09%
2 Technology 8.71%
3 Healthcare 8.06%
4 Industrials 7.01%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.04M 0.22%
37,561
-1,310
127
$3.01M 0.22%
21,649
+25
128
$2.99M 0.21%
11,172
-3,540
129
$2.98M 0.21%
21,718
+4,253
130
$2.96M 0.21%
31,658
-1,515
131
$2.93M 0.21%
80,519
+16,499
132
$2.89M 0.21%
57,370
-4,409
133
$2.89M 0.21%
35,068
+3,075
134
$2.79M 0.2%
7,342
+353
135
$2.77M 0.2%
15,918
136
$2.75M 0.2%
55,351
+6,506
137
$2.73M 0.2%
79,774
+13,739
138
$2.61M 0.19%
20,753
-1,019
139
$2.59M 0.19%
54,436
+41,556
140
$2.55M 0.18%
41,579
-4,040
141
$2.51M 0.18%
49,481
+4,667
142
$2.51M 0.18%
22,296
-3,477
143
$2.46M 0.18%
62,079
+2,466
144
$2.43M 0.17%
153,882
+1,655
145
$2.43M 0.17%
12,258
+337
146
$2.41M 0.17%
53,075
+164
147
$2.18M 0.16%
26,813
-2
148
$2.17M 0.16%
44,353
+175
149
$2.15M 0.15%
83,181
150
$2.13M 0.15%
47,388
+4,880
4 5
6
7 8