PB

Pinnacle Bancorp Portfolio holdings

AUM $339M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$552K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Sells

1 +$525K
2 +$459K
3 +$303K
4
ADM icon
Archer Daniels Midland
ADM
+$272K
5
VZ icon
Verizon
VZ
+$242K

Sector Composition

1 Financials 33.82%
2 Technology 8.41%
3 Healthcare 4.96%
4 Consumer Staples 3.75%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$88.9K 0.03%
343
302
$88.9K 0.03%
384
303
$88.7K 0.03%
2,658
+90
304
$88.5K 0.03%
232
305
$88.4K 0.03%
2,057
306
$86.6K 0.03%
1,100
307
$85.7K 0.03%
680
308
$84.1K 0.02%
2,218
-245
309
$83K 0.02%
1,142
310
$82.5K 0.02%
2,124
311
$82.5K 0.02%
100
312
$82.4K 0.02%
1,170
313
$81.9K 0.02%
454
314
$81.6K 0.02%
3,425
315
$81K 0.02%
2,750
+750
316
$80.4K 0.02%
1,044
317
$80K 0.02%
1,497
318
$79.7K 0.02%
3,205
-1,209
319
$78.9K 0.02%
1,242
+2
320
$78.8K 0.02%
4,006
321
$78.8K 0.02%
1,943
322
$77.7K 0.02%
322
323
$77K 0.02%
982
324
$76.4K 0.02%
827
325
$75.9K 0.02%
613