PB

Pinnacle Bancorp Portfolio holdings

AUM $324M
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Sells

1 +$443K
2 +$327K
3 +$315K
4
INTC icon
Intel
INTC
+$274K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$133K

Sector Composition

1 Financials 16.45%
2 Technology 10.38%
3 Healthcare 7.2%
4 Industrials 6.14%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$11K 0.01%
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527
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471
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788
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45
532
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534
$11K 0.01%
1,032
+32
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$10K 0.01%
116
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536
$10K 0.01%
483
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537
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539
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541
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$9K 0.01%
200