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
151
$2.01M 0.15%
28,069
152
$2.01M 0.15%
61,128
+2,360
153
$1.98M 0.15%
16,421
+2,344
154
$1.96M 0.15%
34,688
+5,460
155
$1.93M 0.15%
8,480
+120
156
$1.91M 0.14%
42,508
+1,448
157
$1.89M 0.14%
21,658
158
$1.88M 0.14%
37,227
-50,090
159
$1.79M 0.13%
7,932
160
$1.77M 0.13%
33,576
-113
161
$1.67M 0.13%
37,690
162
$1.62M 0.12%
12,397
-1,009
163
$1.56M 0.12%
9,115
+400
164
$1.54M 0.12%
61,000
-877
165
$1.51M 0.11%
5,707
+34
166
$1.5M 0.11%
14,177
-19
167
$1.47M 0.11%
22,779
-1,921
168
$1.46M 0.11%
779
+99
169
$1.43M 0.11%
17,666
+2,751
170
$1.4M 0.1%
6,831
+193
171
$1.38M 0.1%
4,699
+12
172
$1.37M 0.1%
21,793
-880
173
$1.36M 0.1%
47,275
+2,453
174
$1.33M 0.1%
7,195
-186
175
$1.26M 0.1%
7,025
-129
5 6
7
8 9