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
$305M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Sells

1 +$6.55M
2 +$2.17M
3 +$1.99M
4
WFC icon
Wells Fargo
WFC
+$1.78M
5
JPM icon
JPMorgan Chase
JPM
+$1.61M

Sector Composition

1 Financials 33.17%
2 Technology 8.64%
3 Healthcare 5.12%
4 Consumer Staples 3.68%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$38.8K 0.01%
746
+292
427
$38.7K 0.01%
225
428
$38.7K 0.01%
+243
429
$38.6K 0.01%
1,500
+900
430
$38.5K 0.01%
1,104
-16
431
$38.5K 0.01%
158
432
$38.3K 0.01%
220
433
$38.1K 0.01%
1,250
434
$38.1K 0.01%
1,027
435
$37.4K 0.01%
+428
436
$37.3K 0.01%
79
437
$37.2K 0.01%
713
438
$37K 0.01%
478
+20
439
$36.3K 0.01%
+1,250
440
$36.3K 0.01%
3,918
441
$36.1K 0.01%
3,965
442
$35.8K 0.01%
735
443
$35.7K 0.01%
2,000
+1,000
444
$35.4K 0.01%
2,900
445
$35.3K 0.01%
751
-6
446
$35.2K 0.01%
155
447
$34.8K 0.01%
670
448
$34.4K 0.01%
332
449
$34.4K 0.01%
4,051
450
$34.2K 0.01%
300