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
426
$32.4K 0.01%
353
-31
427
$32.3K 0.01%
450
428
$32.2K 0.01%
2,011
429
$32.2K 0.01%
315
+52
430
$32.2K 0.01%
640
+120
431
$32.1K 0.01%
+3,200
432
$31.9K 0.01%
2,715
433
$31.8K 0.01%
+900
434
$31.2K 0.01%
518
435
$30.8K 0.01%
238
436
$30.7K 0.01%
212
+24
437
$30.7K 0.01%
10,873
+838
438
$30.5K 0.01%
323
439
$30.4K 0.01%
300
440
$30.2K 0.01%
155
441
$29.9K 0.01%
319
442
$29.6K 0.01%
715
443
$29.5K 0.01%
12
444
$29.2K 0.01%
1,589
445
$29.2K 0.01%
540
446
$29.1K 0.01%
1,571
447
$29K 0.01%
+794
448
$28.8K 0.01%
3,068
+229
449
$28K 0.01%
98
450
$28K 0.01%
241