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
151
$2.1M 0.15%
15,121
+12,372
152
$2.09M 0.15%
28,398
+329
153
$2.05M 0.15%
8,387
-93
154
$2.03M 0.15%
34,103
-185
155
$1.94M 0.14%
61,675
+547
156
$1.93M 0.14%
16,138
-283
157
$1.89M 0.14%
21,658
158
$1.84M 0.13%
37,690
159
$1.8M 0.13%
8,095
+163
160
$1.78M 0.13%
6,555
+848
161
$1.74M 0.13%
33,689
+113
162
$1.64M 0.12%
61,000
163
$1.61M 0.12%
14,158
-19
164
$1.54M 0.11%
9,471
+356
165
$1.53M 0.11%
22,272
+479
166
$1.5M 0.11%
7,790
+595
167
$1.49M 0.11%
11,533
-864
168
$1.47M 0.11%
5,038
+339
169
$1.45M 0.1%
17,666
170
$1.45M 0.1%
25,816
-8,872
171
$1.44M 0.1%
6,932
+101
172
$1.44M 0.1%
731
-48
173
$1.43M 0.1%
18,004
+851
174
$1.36M 0.1%
22,513
-266
175
$1.35M 0.1%
47,283
+8
5 6
7
8 9