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
176
$1.24M 0.09%
20,707
+250
177
$1.21M 0.09%
17,153
-1,292
178
$1.19M 0.09%
14,964
-206
179
$1.17M 0.09%
22,286
-578
180
$1.17M 0.09%
5,861
+969
181
$1.16M 0.09%
45,069
-1,860
182
$1.16M 0.09%
55,477
-10,095
183
$1.15M 0.09%
20,580
+1,141
184
$1.07M 0.08%
6,478
-4,154
185
$1.07M 0.08%
20,399
-3,967
186
$1.06M 0.08%
14,082
-7,640
187
$1.03M 0.08%
8,991
-5,429
188
$1.01M 0.08%
24,968
+11,508
189
$1.01M 0.08%
6,785
-1,715
190
$1.01M 0.08%
37,313
+8,860
191
$999K 0.08%
15,289
192
$974K 0.07%
8,484
+400
193
$971K 0.07%
8,570
+322
194
$934K 0.07%
36,540
+140
195
$932K 0.07%
41,037
-1,283
196
$924K 0.07%
13,456
+526
197
$902K 0.07%
6,619
+620
198
$861K 0.06%
30,691
+2,671
199
$850K 0.06%
10,696
200
$825K 0.06%
4,745
-27
6 7
8
9 10