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
451
$36.6K 0.01%
+522
452
$36.6K 0.01%
300
453
$35.6K 0.01%
2,900
454
$35.3K 0.01%
237
-989
455
$35.2K 0.01%
746
456
$35.2K 0.01%
2,070
457
$34.9K 0.01%
160
458
$34.8K 0.01%
761
+6
459
$34.8K 0.01%
220
460
$34.7K 0.01%
155
461
$34.4K 0.01%
3,000
462
$34.4K 0.01%
3,000
463
$34.2K 0.01%
315
464
$34K 0.01%
+643
465
$33.9K 0.01%
483
466
$33.6K 0.01%
735
467
$33.4K 0.01%
+189
468
$33.3K 0.01%
4,051
469
$33K 0.01%
1,081
470
$32.9K 0.01%
105
471
$32.6K 0.01%
3,200
472
$32.5K 0.01%
670
473
$32.4K 0.01%
762
474
$32.1K 0.01%
+100
475
$31.8K 0.01%
85