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
$390M
AUM Growth
+$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.37M
3
+$1.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.75M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.6M

Top Sells

1
+$2.66M
2
+$1.46M
3
+$1.1M
4
JAH
JARDEN CORPORATION
JAH
+$1.07M
5
RF icon
Regions Financial
RF
+$906K

Sector Composition

1 Healthcare 13.44%
2 Financials 12.37%
3 Technology 11.54%
4 Consumer Staples 9.34%
5 Industrials 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$211K 0.05%
5,085
+290
227
$210K 0.05%
+9,190
228
$210K 0.05%
+2,320
229
$205K 0.05%
+1,034
230
$204K 0.05%
+21,500
231
$204K 0.05%
8,000
232
$203K 0.05%
+2,947
233
$187K 0.05%
+1,408
234
$145K 0.04%
+34,000
235
$135K 0.03%
+2,648
236
$70K 0.02%
+2,476
237
$66K 0.02%
+6,654
238
$52K 0.01%
+2,808
239
$23K 0.01%
+268
240
$18K ﹤0.01%
+377
241
$17K ﹤0.01%
300
-5,745
242
$16K ﹤0.01%
+736
243
$15K ﹤0.01%
+2,725
244
$11K ﹤0.01%
+428
245
$10K ﹤0.01%
+378
246
$6K ﹤0.01%
+41
247
$3K ﹤0.01%
+49
248
– –
-7,283
249
$1K ﹤0.01%
+13
250
$1K ﹤0.01%
+26
8 9
10
11 12