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
201
$535K 0.08%
4,740
+440
202
$525K 0.07%
22,560
-9,650
203
$524K 0.07%
4,130
204
$522K 0.07%
6,782
-2,411
205
$514K 0.07%
2,411
+441
206
$510K 0.07%
5,769
+344
207
$448K 0.06%
+5,067
208
$440K 0.06%
3,112
-285
209
$437K 0.06%
12,670
-10,872
210
$431K 0.06%
6,756
+591
211
$414K 0.06%
12,575
-850
212
$412K 0.06%
1,433
213
$389K 0.06%
6,475
-2,625
214
$386K 0.05%
+2,900
215
$385K 0.05%
5,138
-217
216
$382K 0.05%
+3,713
217
$368K 0.05%
7,309
218
$365K 0.05%
10,536
219
$365K 0.05%
2,924
+290
220
$364K 0.05%
5,069
221
$359K 0.05%
5,902
+774
222
$357K 0.05%
5,884
223
$357K 0.05%
3,445
224
$352K 0.05%
6,090
-172
225
$347K 0.05%
+6,448
7 8
9
10 11