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
151
$2.83M 0.11%
44,582
+8,724
152
$2.68M 0.11%
81,364
-1,188
153
$2.58M 0.1%
23,095
+1,017
154
$2.55M 0.1%
27,455
+228
155
$2.54M 0.1%
24,142
-338
156
$2.53M 0.1%
18,029
+567
157
$2.47M 0.1%
30,333
+1,528
158
$2.32M 0.09%
83,181
159
$2.28M 0.09%
26,922
+2,884
160
$2.26M 0.09%
11,635
-9
161
$2.14M 0.09%
24,325
+5,315
162
$2.09M 0.08%
13,504
+893
163
$2.08M 0.08%
16,981
+167
164
$1.96M 0.08%
23,891
+1,710
165
$1.93M 0.08%
7,066
+43
166
$1.89M 0.08%
14,487
+1,123
167
$1.88M 0.08%
47,908
+25,161
168
$1.88M 0.08%
16,282
-32,470
169
$1.85M 0.08%
21,745
-2,982
170
$1.78M 0.07%
22,462
-212
171
$1.78M 0.07%
33,660
-4,870
172
$1.74M 0.07%
2,975
-36
173
$1.72M 0.07%
16,942
+50
174
$1.71M 0.07%
28,025
+3,729
175
$1.7M 0.07%
8,857
+884
5 6
7
8 9