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
351
$42K 0.03%
98
352
$42K 0.03%
1,436
353
$42K 0.03%
470
-10
354
$41K 0.03%
413
355
$40K 0.02%
435
356
$40K 0.02%
1,212
357
$40K 0.02%
735
358
$40K 0.02%
300
359
$40K 0.02%
167
360
$40K 0.02%
442
+145
361
$39K 0.02%
792
362
$39K 0.02%
832
363
$39K 0.02%
815
364
$39K 0.02%
786
365
$38K 0.02%
1,330
366
$38K 0.02%
164
367
$38K 0.02%
285
368
$38K 0.02%
194
369
$38K 0.02%
3,771
370
$37K 0.02%
365
371
$37K 0.02%
965
+24
372
$37K 0.02%
1,404
373
$37K 0.02%
1,249
+88
374
$37K 0.02%
3,850
375
$36K 0.02%
1,628