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
476
$26.3K 0.01%
3,918
+268
477
$26K 0.01%
200
478
$25.8K 0.01%
+150
479
$25.3K 0.01%
336
480
$25.3K 0.01%
+125
481
$25K 0.01%
997
482
$25K 0.01%
+125
483
$24.7K 0.01%
687
484
$24.6K 0.01%
325
485
$24.5K 0.01%
+125
486
$23.6K 0.01%
+250
487
$23.6K 0.01%
400
488
$23.4K 0.01%
459
489
$23.3K 0.01%
685
-185
490
$23.1K 0.01%
1,750
491
$23K 0.01%
610
492
$23K 0.01%
337
493
$22.8K 0.01%
455
494
$22.8K 0.01%
417
495
$22.7K 0.01%
368
496
$22.5K 0.01%
241
497
$22.4K 0.01%
100
498
$22.3K 0.01%
835
499
$21.6K 0.01%
905
+9
500
$21.5K 0.01%
1,296
+69