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
$162M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Sells

1 +$443K
2 +$327K
3 +$315K
4
INTC icon
Intel
INTC
+$274K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$133K

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%
39
552
$9K 0.01%
250
553
$9K 0.01%
801
554
$9K 0.01%
201
555
$9K 0.01%
180
556
$9K 0.01%
528
557
$9K 0.01%
520
558
$8K ﹤0.01%
125
559
$8K ﹤0.01%
88
560
$8K ﹤0.01%
+277
561
$8K ﹤0.01%
85
562
$8K ﹤0.01%
110
+2
563
$8K ﹤0.01%
57
+48
564
$8K ﹤0.01%
300
565
$8K ﹤0.01%
79
566
$8K ﹤0.01%
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567
$8K ﹤0.01%
216
568
$8K ﹤0.01%
285
569
$8K ﹤0.01%
187
570
$8K ﹤0.01%
62
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$8K ﹤0.01%
267
572
$8K ﹤0.01%
76
573
$8K ﹤0.01%
270
574
$8K ﹤0.01%
194
575
$8K ﹤0.01%
580