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
251
$1K ﹤0.01%
+11
252
$1K ﹤0.01%
+18
253
$1K ﹤0.01%
+135
254
$1K ﹤0.01%
+2
255
– –
-9,715
256
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-159
257
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-12,940
258
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259
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260
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261
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262
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263
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264
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-6,102
265
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266
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-960
267
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268
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269
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270
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271
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272
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-9,337
273
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-7,022
274
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275
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-12,900
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