PB

Pinnacle Bancorp Portfolio holdings

AUM $324M
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Sells

1 +$443K
2 +$327K
3 +$315K
4
INTC icon
Intel
INTC
+$274K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$133K

Sector Composition

1 Financials 16.45%
2 Technology 10.38%
3 Healthcare 7.2%
4 Industrials 6.14%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$55K 0.03%
663
+60
302
$55K 0.03%
4,258
303
$55K 0.03%
800
304
$55K 0.03%
2,525
305
$55K 0.03%
672
306
$55K 0.03%
638
+16
307
$55K 0.03%
502
+11
308
$55K 0.03%
515
309
$55K 0.03%
2,550
-1,125
310
$54K 0.03%
722
311
$54K 0.03%
424
312
$54K 0.03%
354
313
$53K 0.03%
1,060
314
$53K 0.03%
3,000
315
$53K 0.03%
410
316
$51K 0.03%
702
317
$51K 0.03%
154
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318
$50K 0.03%
1,000
319
$50K 0.03%
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$50K 0.03%
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321
$50K 0.03%
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$49K 0.03%
532
323
$49K 0.03%
3,000
324
$49K 0.03%
1,220
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325
$49K 0.03%
329