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
126
$835K 0.21%
7,320
+132
127
$828K 0.21%
20,380
+8,360
128
$809K 0.21%
9,000
+566
129
$794K 0.2%
8,397
+270
130
$789K 0.2%
7,531
+69
131
$767K 0.2%
8,890
-660
132
$766K 0.2%
3,705
+1,188
133
$762K 0.2%
5,666
-1,146
134
$755K 0.19%
13,035
-520
135
$730K 0.19%
8,255
-2,185
136
$720K 0.18%
25,581
-9,608
137
$717K 0.18%
2,600
+1,340
138
$698K 0.18%
13,410
-30
139
$687K 0.18%
11,499
-192
140
$674K 0.17%
17,265
+150
141
$651K 0.17%
14,136
+2,422
142
$646K 0.17%
32,699
-25,625
143
$636K 0.16%
4,483
+704
144
$623K 0.16%
5,136
+1,655
145
$613K 0.16%
14,666
+1,567
146
$608K 0.16%
6,385
147
$593K 0.15%
14,296
+3,306
148
$570K 0.15%
12,730
+230
149
$566K 0.15%
5,652
-2,541
150
$565K 0.14%
4,051
+1,627
4 5
6
7 8