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
526
$16.4K 0.01%
400
527
$16.3K 0.01%
87
528
$16.3K 0.01%
288
529
$16.1K 0.01%
241
530
$16.1K 0.01%
771
531
$15.8K 0.01%
562
532
$15.8K 0.01%
144
533
$15.8K 0.01%
+1,175
534
$15.6K 0.01%
320
535
$15.5K 0.01%
114
536
$15.5K 0.01%
204
-30
537
$15K 0.01%
288
538
$15K 0.01%
890
+89
539
$14.9K 0.01%
123
540
$14.8K 0.01%
506
541
$14.8K 0.01%
734
-1
542
$14.7K 0.01%
260
543
$14.6K 0.01%
1,000
544
$14.5K 0.01%
550
545
$14.4K ﹤0.01%
438
546
$14.3K ﹤0.01%
1,000
547
$14.3K ﹤0.01%
278
548
$14.3K ﹤0.01%
380
+76
549
$14.2K ﹤0.01%
685
550
$14K ﹤0.01%
196
-11