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
$338M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Sector Composition

1 Financials 34.8%
2 Technology 7.9%
3 Healthcare 5.23%
4 Consumer Staples 3.78%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$50.6K 0.02%
1,145
402
$50.3K 0.01%
243
403
$49.9K 0.01%
93
+8
404
$49.9K 0.01%
1,584
405
$49.8K 0.01%
+2,000
406
$49.8K 0.01%
1,040
407
$49.7K 0.01%
1,157
+2
408
$49.5K 0.01%
312
409
$49K 0.01%
500
410
$48.9K 0.01%
830
411
$48.8K 0.01%
1,954
412
$48.7K 0.01%
530
413
$48.3K 0.01%
2,229
+233
414
$47.8K 0.01%
2,100
415
$47.5K 0.01%
310
416
$46.8K 0.01%
952
+240
417
$46.5K 0.01%
800
418
$46.5K 0.01%
+1,663
419
$46.4K 0.01%
111
420
$46.2K 0.01%
281
421
$45.7K 0.01%
260
-310
422
$45.7K 0.01%
963
+23
423
$45.6K 0.01%
509
424
$45.4K 0.01%
277
425
$44.6K 0.01%
225