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
$251M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$966K
2
+$883K
3
+$761K
4
JAH
JARDEN CORPORATION
JAH
+$718K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$689K

Top Sells

1
+$1.71M
2
+$667K
3
+$624K
4
DDD icon
3D Systems Corp
DDD
+$571K
5
AFL icon
Aflac
AFL
+$408K

Sector Composition

1 Financials 13.99%
2 Technology 12.15%
3 Healthcare 11.81%
4 Energy 10.46%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$672K 0.27%
7,960
-165
102
$668K 0.27%
4,545
+2,480
103
$661K 0.26%
5,194
-1,689
104
$658K 0.26%
12,231
+8,221
105
$657K 0.26%
14,678
+14,565
106
$652K 0.26%
14,646
+14,526
107
$647K 0.26%
538
108
$639K 0.25%
+7,067
109
$638K 0.25%
+3,821
110
$635K 0.25%
15,915
111
$609K 0.24%
7,340
+3,815
112
$608K 0.24%
11,013
+1,717
113
$607K 0.24%
11,800
114
$583K 0.23%
12,927
-5,061
115
$560K 0.22%
3,482
+1,824
116
$545K 0.22%
4,602
+43
117
$531K 0.21%
7,225
+60
118
$507K 0.2%
1,795
119
$497K 0.2%
1,576
+11
120
$488K 0.19%
10,340
-1,330
121
$479K 0.19%
+7,111
122
$464K 0.18%
8,319
+3,760
123
$459K 0.18%
38,750
124
$434K 0.17%
17,458
+2,698
125
$432K 0.17%
6,042
+400
3 4
5
6 7