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
26
$4.08M 1.05%
51,981
+11,418
27
$4.08M 1.05%
27,227
+10,341
28
$4.04M 1.04%
65,052
+13,662
29
$4.03M 1.03%
98,551
+33,387
30
$4.03M 1.03%
52,667
+17,644
31
$3.98M 1.02%
38,408
+7,569
32
$3.91M 1%
39,407
+12,133
33
$3.76M 0.97%
65,875
+9,474
34
$3.67M 0.94%
102,301
+38,813
35
$3.66M 0.94%
35,756
+12,302
36
$3.42M 0.88%
54,236
+11,428
37
$3.38M 0.87%
117,305
+4,900
38
$3.38M 0.87%
46,955
+12,139
39
$3.23M 0.83%
121,128
+37,633
40
$3.19M 0.82%
62,284
+14,015
41
$2.99M 0.77%
57,859
+2,486
42
$2.82M 0.72%
45,927
+9,343
43
$2.81M 0.72%
40,595
+12,026
44
$2.81M 0.72%
44,786
+4,826
45
$2.67M 0.68%
32,656
+15,677
46
$2.53M 0.65%
42,962
+13,149
47
$2.48M 0.64%
88,259
+12,183
48
$2.42M 0.62%
27,092
+14,217
49
$2.38M 0.61%
63,840
+17,200
50
$2.35M 0.6%
29,141
+3,759
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