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
$339M
AUM Growth
+$552K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Sells

1 +$525K
2 +$459K
3 +$303K
4
ADM icon
Archer Daniels Midland
ADM
+$272K
5
VZ icon
Verizon
VZ
+$242K

Sector Composition

1 Financials 33.82%
2 Technology 8.41%
3 Healthcare 4.96%
4 Consumer Staples 3.75%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$27.3K 0.01%
400
502
$27.2K 0.01%
969
503
$27K 0.01%
540
504
$26.9K 0.01%
750
+250
505
$26.5K 0.01%
725
506
$26.3K 0.01%
12,840
+1,013
507
$26.1K 0.01%
+917
508
$26K 0.01%
+888
509
$26K 0.01%
808
510
$25.8K 0.01%
238
511
$25.8K 0.01%
125
512
$25.8K 0.01%
+766
513
$25.8K 0.01%
1,104
514
$25.8K 0.01%
1,296
-1,800
515
$25.2K 0.01%
200
516
$24.9K 0.01%
773
517
$24.9K 0.01%
495
518
$24.9K 0.01%
+550
519
$24.9K 0.01%
189
520
$24.6K 0.01%
+172
521
$24.4K 0.01%
971
522
$24.3K 0.01%
+801
523
$23.9K 0.01%
835
524
$23.6K 0.01%
1,821
525
$23.5K 0.01%
455