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
101
$1.19M 0.3%
+14,496
102
$1.17M 0.3%
12,522
+4,888
103
$1.1M 0.28%
22,000
-22,000
104
$1.09M 0.28%
126,708
-93
105
$1.08M 0.28%
+34,911
106
$1.05M 0.27%
21,323
+10,236
107
$1.04M 0.27%
10,645
+212
108
$1.01M 0.26%
35,430
+916
109
$1.01M 0.26%
15,810
+6,611
110
$980K 0.25%
40,624
+11,716
111
$979K 0.25%
38,571
+16,520
112
$973K 0.25%
11,612
+6,146
113
$963K 0.25%
15,870
+4,564
114
$962K 0.25%
23,680
+10,255
115
$939K 0.24%
30,209
+2,451
116
$935K 0.24%
12,156
+3,198
117
$935K 0.24%
3,560
-594
118
$908K 0.23%
7,151
+1,195
119
$893K 0.23%
13,917
+7,829
120
$893K 0.23%
17,758
+1,922
121
$891K 0.23%
40,044
+18,858
122
$869K 0.22%
23,258
+7,422
123
$863K 0.22%
23,909
-5,946
124
$858K 0.22%
29,616
+1,700
125
$849K 0.22%
19,628
+2,000
3 4
5
6 7