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
$272M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Sector Composition

1 Financials 33.12%
2 Technology 8.02%
3 Healthcare 5.46%
4 Consumer Staples 4.38%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$23.1K 0.01%
459
-186
477
$22.9K 0.01%
+337
478
$22.7K 0.01%
100
479
$22.6K 0.01%
679
480
$22.3K 0.01%
270
+100
481
$22.3K 0.01%
454
482
$21.6K 0.01%
100
483
$21.6K 0.01%
102
484
$21.1K 0.01%
775
485
$21.1K 0.01%
+610
486
$21K 0.01%
735
487
$20.6K 0.01%
497
+379
488
$20.4K 0.01%
208
489
$20.3K 0.01%
+645
490
$20.3K 0.01%
+669
491
$20.1K 0.01%
1,100
492
$20K 0.01%
364
493
$20K 0.01%
835
494
$20K 0.01%
417
495
$20K 0.01%
+218
496
$19.9K 0.01%
180
497
$19.9K 0.01%
532
498
$19.8K 0.01%
464
499
$19.8K 0.01%
299
-44
500
$19.7K 0.01%
1,382