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
126
$4.53M 0.18%
95,007
+1,152
127
$4.17M 0.17%
56,726
+6,026
128
$4.16M 0.17%
75,431
-12,024
129
$4.05M 0.16%
96,207
+3,561
130
$4.04M 0.16%
45,403
131
$4.04M 0.16%
28,812
+290
132
$3.89M 0.16%
10,724
+39
133
$3.77M 0.15%
38,814
+574
134
$3.7M 0.15%
71,515
+8,056
135
$3.61M 0.15%
13,379
-1,280
136
$3.49M 0.14%
48,044
+119
137
$3.47M 0.14%
20,955
-77,347
138
$3.39M 0.14%
16,462
+389
139
$3.34M 0.14%
47,881
+1,449
140
$3.31M 0.13%
38,565
-1,217
141
$3.11M 0.13%
8,787
+58
142
$3.11M 0.13%
15,909
+322
143
$3.05M 0.12%
45,643
+3,929
144
$3.02M 0.12%
8,272
+305
145
$3.01M 0.12%
149,076
-706
146
$2.98M 0.12%
33,625
-746
147
$2.98M 0.12%
46,863
+3,513
148
$2.96M 0.12%
49,877
149
$2.9M 0.12%
19,258
150
$2.85M 0.12%
42,533
-500
4 5
6
7 8