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
176
$695K 0.1%
6,462
+3,059
177
$695K 0.1%
5,470
+3,545
178
$691K 0.1%
40,268
-2,074
179
$686K 0.1%
10,072
+229
180
$678K 0.1%
+16,901
181
$670K 0.1%
19,628
182
$654K 0.09%
5,726
+255
183
$653K 0.09%
13,977
+1,825
184
$647K 0.09%
8,087
+3,312
185
$640K 0.09%
5,258
+90
186
$638K 0.09%
4,226
+355
187
$637K 0.09%
+9,853
188
$635K 0.09%
+24,000
189
$632K 0.09%
9,416
-1,025
190
$617K 0.09%
17,604
+1,168
191
$614K 0.09%
+11,009
192
$611K 0.09%
10,488
+379
193
$592K 0.08%
8,860
194
$592K 0.08%
24,021
-318
195
$577K 0.08%
10,424
+185
196
$576K 0.08%
4,459
+511
197
$560K 0.08%
+35,663
198
$552K 0.08%
4,014
+2,159
199
$544K 0.08%
+7,105
200
$541K 0.08%
+10,030
6 7
8
9 10