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
201
$1.22M 0.05%
15,734
+275
202
$1.21M 0.05%
3,181
+308
203
$1.17M 0.05%
8,545
+470
204
$1.16M 0.05%
16,639
+2,793
205
$1.15M 0.05%
63,268
+360
206
$1.15M 0.05%
11,977
-23,888
207
$1.15M 0.05%
10,714
+1,127
208
$1.13M 0.05%
3,097
+37
209
$1.09M 0.04%
45,227
-138
210
$1.08M 0.04%
6,619
+1,041
211
$1.05M 0.04%
16,595
+2,247
212
$1.05M 0.04%
23,114
-1,399
213
$999K 0.04%
12,338
-2,000
214
$998K 0.04%
3,384
-243
215
$998K 0.04%
31,199
+20,463
216
$920K 0.04%
34,636
+965
217
$916K 0.04%
3,171
+7
218
$898K 0.04%
2,924
219
$891K 0.04%
1,289
-235
220
$873K 0.04%
6,932
-4,136
221
$871K 0.04%
5,479
-238
222
$849K 0.03%
32,437
223
$848K 0.03%
9,964
+3
224
$839K 0.03%
11,486
+1,633
225
$836K 0.03%
35,929
-912
7 8
9
10 11