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
176
$215K 0.09%
11,990
-2,760
177
$214K 0.09%
7,700
178
$205K 0.08%
8,000
179
$204K 0.08%
+2,296
180
$189K 0.08%
25,000
-5,000
181
$185K 0.07%
10,731
-400
182
$126K 0.05%
+910
183
$38K 0.02%
2,857
184
$27K 0.01%
760
185
$18K 0.01%
210
186
$14K 0.01%
220
187
$12K ﹤0.01%
460
-450
188
$12K ﹤0.01%
182
189
$9K ﹤0.01%
82
190
$9K ﹤0.01%
+378
191
$6K ﹤0.01%
128
192
$5K ﹤0.01%
43
193
– –
-4,435
194
– –
0
195
– –
-9,656
196
– –
-3,830
197
– –
-10,969
198
– –
-22,395
199
– –
-3,360
200
– –
-4,550
5 6 7
8
9