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
$272M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Sector Composition

1 Financials 33.12%
2 Technology 8.02%
3 Healthcare 5.46%
4 Consumer Staples 4.38%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$37K 0.01%
735
402
$36.8K 0.01%
430
403
$36.6K 0.01%
800
404
$36.3K 0.01%
378
405
$36.3K 0.01%
1,040
406
$36.3K 0.01%
111
407
$36.2K 0.01%
1,111
408
$36.1K 0.01%
1,675
409
$36.1K 0.01%
355
410
$35.2K 0.01%
600
411
$35.1K 0.01%
1,318
+130
412
$34.9K 0.01%
98
413
$34.7K 0.01%
150
414
$34.4K 0.01%
830
415
$34.4K 0.01%
315
416
$34.3K 0.01%
+2,900
417
$34.3K 0.01%
+3,000
418
$34.3K 0.01%
1,000
419
$34K 0.01%
220
420
$33.6K 0.01%
2,039
421
$33.4K 0.01%
+3,000
422
$33K 0.01%
481
423
$32.9K 0.01%
158
424
$32.9K 0.01%
672
425
$32.5K 0.01%
366