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
501
$20.7K 0.01%
497
502
$20.6K 0.01%
368
503
$20.5K 0.01%
1,750
504
$20.4K 0.01%
645
505
$20.2K 0.01%
391
-40
506
$20K 0.01%
144
-68
507
$19.7K 0.01%
583
508
$19.6K 0.01%
44
509
$19.3K 0.01%
203
-120
510
$19.3K 0.01%
450
511
$19.2K 0.01%
835
512
$18.8K 0.01%
1,382
513
$18.7K 0.01%
97
514
$18K 0.01%
516
515
$17.9K 0.01%
566
516
$17.7K 0.01%
314
517
$17.6K 0.01%
1,264
+28
518
$17.1K 0.01%
221
519
$16.9K 0.01%
423
520
$16.9K 0.01%
82
-42
521
$16.8K 0.01%
453
522
$16.6K 0.01%
364
523
$16.5K 0.01%
284
524
$16.5K 0.01%
279
+74
525
$16.4K 0.01%
525