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
401
$50.1K 0.01%
1,075
402
$50.1K 0.01%
1,584
403
$50K 0.01%
1,145
404
$49.8K 0.01%
484
+1
405
$49.5K 0.01%
2,000
406
$49.3K 0.01%
1,040
407
$49.1K 0.01%
191
408
$49K 0.01%
1,180
+23
409
$48.8K 0.01%
90
+38
410
$48.3K 0.01%
530
411
$47.8K 0.01%
985
+69
412
$47.5K 0.01%
312
413
$47.5K 0.01%
+277
414
$46.9K 0.01%
450
415
$46.9K 0.01%
2,100
416
$46.5K 0.01%
225
417
$46.2K 0.01%
429
418
$46.1K 0.01%
234
419
$45.7K 0.01%
277
420
$45.6K 0.01%
+1,000
421
$45.2K 0.01%
331
+21
422
$45.1K 0.01%
983
423
$45K 0.01%
509
424
$44.6K 0.01%
+850
425
$44.2K 0.01%
1,185