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
576
$9K 0.01%
580
577
$9K 0.01%
+360
578
$9K 0.01%
497
+187
579
$9K 0.01%
47
580
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132
581
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480
582
$8K ﹤0.01%
+138
583
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113
584
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99
585
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73
586
$8K ﹤0.01%
81
587
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528
588
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230
-191
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400
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461
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934
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-1
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333
599
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300
600
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121