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
426
$44K 0.01%
4,391
427
$43.7K 0.01%
300
428
$43.5K 0.01%
830
429
$43.4K 0.01%
997
+45
430
$43.1K 0.01%
225
431
$42.8K 0.01%
79
432
$42.4K 0.01%
135
433
$42.1K 0.01%
1,100
434
$42.1K 0.01%
437
435
$41.2K 0.01%
763
436
$41.1K 0.01%
311
437
$41K 0.01%
+586
438
$40.7K 0.01%
1,575
+240
439
$39.9K 0.01%
500
440
$39.6K 0.01%
281
441
$39.2K 0.01%
740
442
$39.1K 0.01%
158
443
$39K 0.01%
600
444
$38.9K 0.01%
4,203
+1,488
445
$38.9K 0.01%
332
446
$38.8K 0.01%
220
447
$37.8K 0.01%
502
+350
448
$37.8K 0.01%
+750
449
$37.2K 0.01%
966
-272
450
$36.9K 0.01%
180