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
526
$23.4K 0.01%
465
527
$23.3K 0.01%
917
+9
528
$23.1K 0.01%
802
529
$23K 0.01%
125
530
$22.9K 0.01%
1,100
531
$22.9K 0.01%
735
532
$22.3K 0.01%
297
533
$22K 0.01%
400
534
$21.8K 0.01%
368
535
$21.8K 0.01%
453
536
$21.8K 0.01%
1,900
537
$21.7K 0.01%
1,605
538
$21.6K 0.01%
645
539
$21.6K 0.01%
320
540
$21.6K 0.01%
118
541
$21.6K 0.01%
468
542
$21.5K 0.01%
900
543
$21.4K 0.01%
255
+75
544
$21.4K 0.01%
1,750
545
$21K 0.01%
1,066
546
$20.9K 0.01%
308
547
$20.9K 0.01%
200
548
$20.7K 0.01%
7
549
$20.4K 0.01%
74
-153
550
$20.3K 0.01%
68