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
$1.06B
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.43M
3
+$4.46M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.89M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.17M

Top Sells

1
+$16.6M
2
+$6.4M
3
+$2.81M
4
CELG
Celgene Corp
CELG
+$2.5M
5
T icon
AT&T
T
+$2.33M

Sector Composition

1 Financials 13.74%
2 Healthcare 9.69%
3 Technology 7.66%
4 Industrials 6.89%
5 Consumer Staples 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$666K 0.06%
3,540
-24
202
$661K 0.06%
26,903
-5,476
203
$650K 0.06%
20,935
-4,271
204
$643K 0.06%
17,499
-28,170
205
$641K 0.06%
19,056
206
$628K 0.06%
13,309
-3,679
207
$621K 0.06%
28,181
-1,351
208
$620K 0.06%
9,529
-225
209
$614K 0.06%
12,859
-461
210
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14,228
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211
$599K 0.06%
6,922
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212
$594K 0.06%
709
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213
$589K 0.06%
24,000
214
$579K 0.05%
28,197
-7,312
215
$575K 0.05%
6,956
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216
$561K 0.05%
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217
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8,497
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218
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7,884
-682
219
$542K 0.05%
6,289
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220
$533K 0.05%
11,704
-2,670
221
$517K 0.05%
5,384
+621
222
$503K 0.05%
3,544
-48
223
$493K 0.05%
3,061
-52
224
$491K 0.05%
7,313
225
$482K 0.05%
40,312
+31,816
7 8
9
10 11