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
1
$56M 4.02%
986,120
-13,089
2
$42.7M 3.07%
144,031
-271
3
$35.1M 2.52%
252,208
+11,079
4
$31.1M 2.23%
340,871
+28,989
5
$29.5M 2.12%
526,780
+25,340
6
$27M 1.94%
333,002
-199
7
$24.5M 1.76%
153,709
-13,724
8
$23.8M 1.71%
202,372
+13,596
9
$22.6M 1.62%
82,747
+12,595
10
$20.7M 1.49%
238,760
+13,120
11
$19.1M 1.37%
114,685
+368
12
$18.3M 1.31%
142,407
-10,274
13
$18.1M 1.3%
46,301
+1,830
14
$18M 1.29%
275,741
+3,411
15
$17.8M 1.28%
332,785
-62,625
16
$17.7M 1.27%
344,189
+28,272
17
$17.7M 1.27%
430,270
+9,115
18
$14.8M 1.06%
85,917
+4,628
19
$13.8M 0.99%
228,963
+18,468
20
$13.6M 0.98%
90,263
-2,054
21
$13.4M 0.96%
219,380
+4,340
22
$13.4M 0.96%
112,721
+8,636
23
$13.4M 0.96%
103,279
+907
24
$13M 0.93%
59,678
-130
25
$12.5M 0.9%
140,486
-354
1
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