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
1
$12.2M 3.14%
249,381
+14,090
2
$10.5M 2.7%
386,280
+125,248
3
$9.41M 2.41%
170,383
+42,885
4
$8.48M 2.17%
101,452
+13,690
5
$7.79M 2%
37,926
-12,921
6
$7.58M 1.95%
49,777
+7,913
7
$7.44M 1.91%
250,640
+53,660
8
$7.06M 1.81%
123,526
+24,346
9
$5.82M 1.49%
196,634
+12,177
10
$5.82M 1.49%
152,460
+45,860
11
$5.48M 1.4%
101,282
+10,566
12
$5.45M 1.4%
50,400
+489
13
$5.37M 1.38%
68,795
+13,921
14
$5.33M 1.37%
41,372
+9,875
15
$5.25M 1.35%
88,696
+17,518
16
$5.16M 1.32%
159,491
+24,648
17
$5.03M 1.29%
49,060
+785
18
$5M 1.28%
103,482
+28,475
19
$4.84M 1.24%
86,030
+11,206
20
$4.82M 1.24%
58,588
+8,476
21
$4.68M 1.2%
43,773
+7,618
22
$4.58M 1.17%
49,796
+16,907
23
$4.44M 1.14%
95,700
+8,349
24
$4.43M 1.14%
46,409
+16,111
25
$4.4M 1.13%
127,125
+45,631
1
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