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
501
$19.5K 0.01%
1,750
502
$19.5K 0.01%
+1,504
503
$19.4K 0.01%
450
504
$19.3K 0.01%
368
505
$19.2K 0.01%
435
506
$19.2K 0.01%
75
507
$19.1K 0.01%
87
508
$19.1K 0.01%
659
+657
509
$18.5K 0.01%
525
510
$18.5K 0.01%
431
-103
511
$18.5K 0.01%
423
512
$18.4K 0.01%
490
513
$18.4K 0.01%
194
514
$18.4K 0.01%
583
515
$17.7K 0.01%
+262
516
$17.7K 0.01%
+164
517
$17.4K 0.01%
44
518
$17.3K 0.01%
367
-17
519
$17.2K 0.01%
516
520
$16.8K 0.01%
314
521
$16.6K 0.01%
+476
522
$16.6K 0.01%
+282
523
$16.5K 0.01%
320
524
$16.5K 0.01%
426
525
$16.4K 0.01%
400