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
151
$553K 0.14%
8,300
152
$546K 0.14%
9,517
-48
153
$535K 0.14%
23,436
+4,848
154
$526K 0.13%
8,450
+1,000
155
$504K 0.13%
8,270
156
$502K 0.13%
+16,422
157
$501K 0.13%
14,184
-9,500
158
$499K 0.13%
7,258
-3,664
159
$497K 0.13%
7,033
-6,302
160
$495K 0.13%
3,150
-155
161
$494K 0.13%
10,577
-292
162
$489K 0.13%
4,155
+1,915
163
$484K 0.12%
31,330
-570
164
$475K 0.12%
2,450
+6
165
$475K 0.12%
11,751
+5,098
166
$454K 0.12%
14,710
+4,025
167
$430K 0.11%
7,968
168
$425K 0.11%
18,851
-9,804
169
$422K 0.11%
6,496
+772
170
$420K 0.11%
+8,453
171
$419K 0.11%
14,156
+1,016
172
$402K 0.1%
1,179
+180
173
$400K 0.1%
7,976
174
$391K 0.1%
+47,310
175
$391K 0.1%
12,792
-2,175
5 6
7
8 9