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
151
$1.04M 0.15%
21,670
-491
152
$1.03M 0.15%
+7,092
153
$989K 0.14%
54,366
+12,414
154
$983K 0.14%
+6,868
155
$966K 0.14%
5,554
+1,366
156
$956K 0.14%
10,310
-2,880
157
$900K 0.13%
17,888
+7,988
158
$881K 0.13%
35,458
-1,242
159
$877K 0.12%
40,257
-653
160
$874K 0.12%
25,536
-240
161
$865K 0.12%
15,344
162
$864K 0.12%
8,227
-340
163
$864K 0.12%
+13,331
164
$849K 0.12%
+3,825
165
$810K 0.12%
6,866
+3,355
166
$801K 0.11%
6,485
+2,414
167
$799K 0.11%
10,002
-20,566
168
$786K 0.11%
+15,289
169
$756K 0.11%
6,490
-184
170
$753K 0.11%
18,921
+5,401
171
$742K 0.11%
6,114
+1,343
172
$725K 0.1%
28,695
+5,106
173
$713K 0.1%
6,449
+4,476
174
$707K 0.1%
5,022
-1,265
175
$701K 0.1%
10,075
-1,514
5 6
7
8 9