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
$292M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Sector Composition

1 Financials 34.04%
2 Technology 8.43%
3 Healthcare 5.41%
4 Consumer Staples 4.19%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$30.3K 0.01%
870
+10
452
$30.1K 0.01%
1,571
453
$30K 0.01%
1,589
454
$29.9K 0.01%
12
455
$29.7K 0.01%
518
456
$29.7K 0.01%
200
457
$29.3K 0.01%
229
-84
458
$28.8K 0.01%
987
+43
459
$28.7K 0.01%
98
460
$28.4K 0.01%
155
461
$28.4K 0.01%
325
462
$28.3K 0.01%
143
463
$28.1K 0.01%
1,464
464
$27.8K 0.01%
+449
465
$27.3K 0.01%
543
466
$27.1K 0.01%
832
467
$27.1K 0.01%
1,500
468
$27.1K 0.01%
554
-118
469
$26.9K 0.01%
417
470
$26.9K 0.01%
610
471
$26.4K 0.01%
997
472
$26.3K 0.01%
90
+60
473
$26.3K 0.01%
315
474
$26.2K 0.01%
400
475
$25.7K 0.01%
2,247