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
476
$25.6K 0.01%
687
477
$25.4K 0.01%
336
478
$25.4K 0.01%
614
+7
479
$24.9K 0.01%
+612
480
$24.5K 0.01%
164
481
$24.4K 0.01%
100
482
$24.3K 0.01%
100
483
$23.6K 0.01%
248
-71
484
$23.3K 0.01%
459
485
$23.1K 0.01%
102
486
$22.9K 0.01%
455
487
$22.4K 0.01%
+896
488
$22.3K 0.01%
490
489
$22.3K 0.01%
454
490
$22K 0.01%
+804
491
$21.8K 0.01%
180
492
$21.2K 0.01%
735
493
$21.1K 0.01%
1,227
+1,000
494
$21.1K 0.01%
91
495
$21K 0.01%
75
496
$21K 0.01%
532
497
$20.9K 0.01%
553
-126
498
$20.9K 0.01%
468
+4
499
$20.7K 0.01%
1,100
500
$20.7K 0.01%
775