PB

Pinnacle Bancorp Portfolio holdings

AUM $341M
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Sells

1 +$443K
2 +$319K
3 +$286K
4
INTC icon
Intel
INTC
+$268K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$126K

Sector Composition

1 Financials 16.45%
2 Technology 10.38%
3 Healthcare 7.2%
4 Industrials 6.14%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K 0.01%
122
552
$9K 0.01%
180
553
$9K 0.01%
528
554
$9K 0.01%
200
555
$9K 0.01%
46
+23
556
$9K 0.01%
39
557
$9K 0.01%
520
558
$8K ﹤0.01%
187
559
$8K ﹤0.01%
125
560
$8K ﹤0.01%
270
561
$8K ﹤0.01%
194
562
$8K ﹤0.01%
580
563
$8K ﹤0.01%
169
564
$8K ﹤0.01%
+277
565
$8K ﹤0.01%
85
566
$8K ﹤0.01%
300
567
$8K ﹤0.01%
79
568
$8K ﹤0.01%
269
569
$8K ﹤0.01%
216
570
$8K ﹤0.01%
88
571
$8K ﹤0.01%
285
572
$8K ﹤0.01%
62
573
$8K ﹤0.01%
267
574
$8K ﹤0.01%
76
575
$8K ﹤0.01%
438