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
$243M
AUM Growth
-$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$736K
3 +$640K
4
USB icon
US Bancorp
USB
+$481K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$426K

Sector Composition

1 Financials 34.62%
2 Technology 8.01%
3 Healthcare 6.25%
4 Consumer Staples 5.01%
5 Industrials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$20K 0.01%
725
452
$19K 0.01%
+653
453
$19K 0.01%
672
+73
454
$19K 0.01%
423
455
$19K 0.01%
835
456
$19K 0.01%
1,167
+21
457
$19K 0.01%
87
458
$19K 0.01%
470
459
$19K 0.01%
281
460
$19K 0.01%
720
461
$19K 0.01%
472
+38
462
$19K 0.01%
435
463
$19K 0.01%
78
-34
464
$19K 0.01%
60
465
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232
466
$19K 0.01%
750
467
$18K 0.01%
3,965
468
$18K 0.01%
100
469
$18K 0.01%
513
470
$18K 0.01%
84
471
$18K 0.01%
2,000
472
$18K 0.01%
180
473
$17K 0.01%
250
474
$17K 0.01%
60
475
$17K 0.01%
241