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
176
$1.3M 0.09%
64,856
+20,804
177
$1.27M 0.09%
+12,519
178
$1.24M 0.09%
15,452
+488
179
$1.22M 0.09%
22,054
-232
180
$1.19M 0.09%
6,185
-840
181
$1.16M 0.08%
20,684
+104
182
$1.15M 0.08%
55,852
+375
183
$1.15M 0.08%
9,620
+629
184
$1.15M 0.08%
17,748
-2,959
185
$1.09M 0.08%
38,534
+1,994
186
$1.08M 0.08%
6,434
-44
187
$1.06M 0.08%
5,925
+64
188
$1.05M 0.08%
37,313
189
$1.05M 0.08%
45,429
+360
190
$1.05M 0.08%
8,092
-392
191
$1.02M 0.07%
24,808
-160
192
$994K 0.07%
13,468
+12
193
$994K 0.07%
41,037
194
$973K 0.07%
8,585
+15
195
$958K 0.07%
6,471
-314
196
$937K 0.07%
4,778
+33
197
$930K 0.07%
13,029
-1,053
198
$926K 0.07%
+13,911
199
$911K 0.07%
3,296
+926
200
$908K 0.07%
24,000
6 7
8
9 10