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
$178M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Sells

1 +$277K
2 +$215K
3 +$213K
4
VT icon
Vanguard Total World Stock ETF
VT
+$154K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$124K

Sector Composition

1 Financials 37.4%
2 Technology 7.27%
3 Healthcare 5.69%
4 Consumer Staples 4.54%
5 Industrials 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$10K 0.01%
2,233
+1,192
552
$10K 0.01%
140
553
$10K 0.01%
431
554
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+2,100
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110
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787
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111
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503
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510
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570
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440