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
201
$905K 0.07%
20,344
-55
202
$890K 0.06%
15,289
203
$888K 0.06%
10,089
+1,034
204
$885K 0.06%
6,816
205
$864K 0.06%
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206
$851K 0.06%
7,742
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207
$834K 0.06%
16,547
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208
$829K 0.06%
6,563
-56
209
$815K 0.06%
751
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210
$812K 0.06%
7,478
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211
$786K 0.06%
1,765
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212
$779K 0.06%
9,406
+304
213
$766K 0.06%
6,748
+1,704
214
$756K 0.05%
14,457
+1,296
215
$751K 0.05%
31,203
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216
$747K 0.05%
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217
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28,599
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218
$721K 0.05%
6,370
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219
$708K 0.05%
27,954
220
$691K 0.05%
52,831
221
$684K 0.05%
6,681
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222
$683K 0.05%
15,617
-1,394
223
$676K 0.05%
24,134
-962
224
$666K 0.05%
4,473
+281
225
$664K 0.05%
12,454
-188
7 8
9
10 11