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
201
$296K 0.08%
10,896
+1,410
202
$294K 0.08%
4,690
+315
203
$287K 0.07%
3,580
+260
204
$278K 0.07%
4,547
+135
205
$266K 0.07%
3,299
+117
206
$264K 0.07%
2,955
+220
207
$263K 0.07%
8,334
-240
208
$262K 0.07%
1,199
+149
209
$259K 0.07%
2,520
-835
210
$252K 0.06%
3,629
-140
211
$248K 0.06%
2,149
-177
212
$245K 0.06%
+3,614
213
$243K 0.06%
938
214
$232K 0.06%
+3,658
215
$227K 0.06%
13,605
216
$224K 0.06%
3,945
+345
217
$222K 0.06%
+4,280
218
$222K 0.06%
2,540
+160
219
$220K 0.06%
15,982
220
$220K 0.06%
4,675
+200
221
$215K 0.06%
+6,405
222
$215K 0.06%
2,887
+175
223
$213K 0.05%
+1
224
$213K 0.05%
4,804
-5,724
225
$212K 0.05%
+5,443
7 8
9
10 11