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
526
$16.4K 0.01%
177
+123
527
$16.3K 0.01%
566
528
$16.3K 0.01%
3,321
529
$16.1K 0.01%
284
530
$16.1K 0.01%
183
531
$16K 0.01%
1,236
+25
532
$15.7K 0.01%
234
533
$15.6K 0.01%
562
534
$15.5K 0.01%
288
535
$15.5K 0.01%
97
536
$15.5K 0.01%
241
537
$15.4K 0.01%
278
-76
538
$15.4K 0.01%
453
539
$15.4K 0.01%
100
540
$15.1K 0.01%
+183
541
$15.1K 0.01%
550
542
$15.1K 0.01%
114
543
$15K 0.01%
288
544
$14.7K 0.01%
408
545
$14.7K 0.01%
1,000
546
$14.6K 0.01%
144
547
$14.6K 0.01%
233
548
$14.5K 0.01%
+506
549
$14.5K 0.01%
1,000
550
$14.3K 0.01%
+115