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
$281M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Sells

1 +$984K
2 +$859K
3 +$833K
4
BAC icon
Bank of America
BAC
+$788K
5
MSFT icon
Microsoft
MSFT
+$548K

Sector Composition

1 Financials 34.83%
2 Technology 8.03%
3 Healthcare 5.35%
4 Consumer Staples 3.75%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$29.6K 0.01%
711
+99
452
$29.6K 0.01%
449
453
$29.6K 0.01%
3,000
454
$29.6K 0.01%
322
-14
455
$29.1K 0.01%
143
456
$29K 0.01%
1,589
457
$29K 0.01%
3,000
458
$28.6K 0.01%
540
459
$28.5K 0.01%
+1,245
460
$28.3K 0.01%
2,011
461
$28.2K 0.01%
551
+33
462
$28.1K 0.01%
3,200
463
$28.1K 0.01%
10,873
464
$28K 0.01%
832
465
$27.9K 0.01%
1,000
466
$27.7K 0.01%
407
-329
467
$27.4K 0.01%
543
468
$27.3K 0.01%
1,464
469
$27.1K 0.01%
2,715
470
$26.7K 0.01%
238
471
$26.7K 0.01%
558
+4
472
$26.7K 0.01%
98
473
$26.7K 0.01%
969
+893
474
$26.5K 0.01%
987
475
$26.5K 0.01%
454