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
76
$1.6M 0.41%
25,288
+2,411
77
$1.6M 0.41%
38,319
+21,639
78
$1.58M 0.4%
26,722
+5,467
79
$1.56M 0.4%
24,399
+21
80
$1.55M 0.4%
23,412
+7,933
81
$1.44M 0.37%
23,023
+9,712
82
$1.43M 0.37%
9,343
+1,000
83
$1.4M 0.36%
10,473
+2,884
84
$1.39M 0.36%
43,770
+16,154
85
$1.39M 0.36%
25,482
+18,116
86
$1.37M 0.35%
39,991
-1,409
87
$1.36M 0.35%
31,560
+18,232
88
$1.34M 0.34%
26,498
+1,884
89
$1.33M 0.34%
21,510
-2,960
90
$1.31M 0.34%
37,983
+12,266
91
$1.26M 0.32%
28,128
-173
92
$1.25M 0.32%
16,072
+7,153
93
$1.23M 0.31%
16,323
+6,431
94
$1.23M 0.31%
16,496
-500
95
$1.22M 0.31%
10,978
+4,100
96
$1.22M 0.31%
33,997
+7,976
97
$1.2M 0.31%
18,280
+1,341
98
$1.2M 0.31%
19,358
-11,235
99
$1.19M 0.31%
152,097
-115,412
100
$1.19M 0.31%
+10,013
2 3
4
5 6