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
176
$389K 0.1%
2,045
177
$385K 0.1%
12,741
+33
178
$381K 0.1%
6,538
+812
179
$380K 0.1%
4,030
-50
180
$374K 0.1%
4,497
181
$357K 0.09%
2,020
+50
182
$354K 0.09%
5,625
+841
183
$354K 0.09%
+4,208
184
$351K 0.09%
9,043
+1,569
185
$349K 0.09%
+5,720
186
$348K 0.09%
19,215
+6,680
187
$344K 0.09%
25,519
+3,939
188
$343K 0.09%
8,750
189
$341K 0.09%
11,875
190
$341K 0.09%
3,234
+54
191
$340K 0.09%
4,860
192
$334K 0.09%
2,451
+150
193
$328K 0.08%
+7,600
194
$322K 0.08%
5,458
-18,120
195
$319K 0.08%
4,270
+270
196
$315K 0.08%
4,115
-2,200
197
$312K 0.08%
2,671
-1,285
198
$298K 0.08%
2,901
+301
199
$297K 0.08%
3,955
+270
200
$297K 0.08%
7,380
6 7
8
9 10