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
176
$1.68M 0.07%
25,601
-571
177
$1.65M 0.07%
7,582
-224
178
$1.62M 0.07%
9,781
-922
179
$1.59M 0.06%
10,753
+533
180
$1.58M 0.06%
+16,920
181
$1.56M 0.06%
23,253
-289
182
$1.51M 0.06%
30,526
-5,644
183
$1.49M 0.06%
24,000
184
$1.47M 0.06%
15,396
+9,784
185
$1.46M 0.06%
20,853
-500
186
$1.45M 0.06%
5,446
+231
187
$1.42M 0.06%
22,596
188
$1.42M 0.06%
26,356
-2,793
189
$1.41M 0.06%
5,814
+553
190
$1.4M 0.06%
5,978
191
$1.34M 0.05%
25,054
+777
192
$1.33M 0.05%
4,452
+881
193
$1.3M 0.05%
5,020
-50
194
$1.3M 0.05%
+27,500
195
$1.29M 0.05%
7,171
-1,023
196
$1.27M 0.05%
14,500
197
$1.26M 0.05%
8,399
+1,452
198
$1.24M 0.05%
10,709
+978
199
$1.23M 0.05%
11,161
-1,478
200
$1.23M 0.05%
36,377
-684
6 7
8
9 10