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
576
$8K ﹤0.01%
187
577
$8K ﹤0.01%
125
578
$8K ﹤0.01%
88
579
$7K ﹤0.01%
914
580
$7K ﹤0.01%
437
581
$7K ﹤0.01%
121
582
$7K ﹤0.01%
43
583
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378
+1
584
$7K ﹤0.01%
266
585
$7K ﹤0.01%
1,035
586
$7K ﹤0.01%
705
587
$7K ﹤0.01%
460
588
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33
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195
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172
-1
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$6K ﹤0.01%
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140
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$6K ﹤0.01%
276
-500
598
$6K ﹤0.01%
84
599
$6K ﹤0.01%
320
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$6K ﹤0.01%
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-250