PB

Pinnacle Bancorp Portfolio holdings

AUM $324M
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
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%
46
+23
552
$9K 0.01%
39
553
$9K 0.01%
520
554
$9K 0.01%
250
555
$9K 0.01%
801
556
$9K 0.01%
201
557
$9K 0.01%
122
558
$8K ﹤0.01%
62
559
$8K ﹤0.01%
267
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$8K ﹤0.01%
76
561
$8K ﹤0.01%
270
562
$8K ﹤0.01%
194
563
$8K ﹤0.01%
580
564
$8K ﹤0.01%
169
565
$8K ﹤0.01%
438
566
$8K ﹤0.01%
+277
567
$8K ﹤0.01%
114
568
$8K ﹤0.01%
85
569
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110
+2
570
$8K ﹤0.01%
57
+48
571
$8K ﹤0.01%
300
572
$8K ﹤0.01%
79
573
$8K ﹤0.01%
269
574
$8K ﹤0.01%
216
575
$8K ﹤0.01%
285