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
201
$823K 0.06%
24,000
202
$823K 0.06%
44,052
+224
203
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204
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206
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703
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208
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209
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210
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211
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27,954
212
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213
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2,370
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214
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25,096
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215
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218
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38,709
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219
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220
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221
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222
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3,234
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223
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4,192
+1,165
224
$620K 0.05%
28,565
+53
225
$606K 0.05%
5,440
+1,368
7 8
9
10 11