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
$243M
AUM Growth
-$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$736K
3 +$640K
4
USB icon
US Bancorp
USB
+$481K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$426K

Sector Composition

1 Financials 34.62%
2 Technology 8.01%
3 Healthcare 6.25%
4 Consumer Staples 5.01%
5 Industrials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$13K 0.01%
+207
527
$13K 0.01%
135
+35
528
$13K 0.01%
250
529
$12K ﹤0.01%
200
530
$12K ﹤0.01%
128
531
$12K ﹤0.01%
+70
532
$12K ﹤0.01%
56
533
$12K ﹤0.01%
150
534
$12K ﹤0.01%
262
+63
535
$12K ﹤0.01%
148
536
$12K ﹤0.01%
503
537
$12K ﹤0.01%
236
538
$12K ﹤0.01%
144
+44
539
$12K ﹤0.01%
55
540
$11K ﹤0.01%
801
541
$11K ﹤0.01%
788
542
$11K ﹤0.01%
44
543
$11K ﹤0.01%
101
544
$11K ﹤0.01%
500
545
$11K ﹤0.01%
344
546
$11K ﹤0.01%
400
547
$11K ﹤0.01%
606
548
$11K ﹤0.01%
258
549
$11K ﹤0.01%
63
550
$11K ﹤0.01%
128