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
576
$8K ﹤0.01%
169
577
$8K ﹤0.01%
438
578
$8K ﹤0.01%
114
579
$7K ﹤0.01%
195
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172
-1
581
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914
582
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437
583
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121
584
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43
585
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378
+1
586
$7K ﹤0.01%
266
587
$7K ﹤0.01%
1,035
588
$7K ﹤0.01%
460
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$7K ﹤0.01%
705
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591
$6K ﹤0.01%
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$6K ﹤0.01%
+14
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$6K ﹤0.01%
101
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92
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$6K ﹤0.01%
140
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$6K ﹤0.01%
37