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
$292M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Sector Composition

1 Financials 34.04%
2 Technology 8.43%
3 Healthcare 5.41%
4 Consumer Staples 4.19%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$11.7K ﹤0.01%
520
577
$11.7K ﹤0.01%
756
578
$11.7K ﹤0.01%
100
579
$11.7K ﹤0.01%
186
580
$11.6K ﹤0.01%
200
581
$11.5K ﹤0.01%
150
582
$11.5K ﹤0.01%
303
583
$11.4K ﹤0.01%
33
584
$11.3K ﹤0.01%
2,200
585
$11.2K ﹤0.01%
89
586
$11.1K ﹤0.01%
1,009
587
$10.9K ﹤0.01%
265
-79
588
$10.9K ﹤0.01%
209
+27
589
$10.9K ﹤0.01%
964
590
$10.8K ﹤0.01%
166
591
$10.8K ﹤0.01%
781
592
$10.7K ﹤0.01%
98
593
$10.6K ﹤0.01%
571
594
$10.5K ﹤0.01%
69
595
$10.5K ﹤0.01%
194
596
$10.3K ﹤0.01%
204
-8
597
$10.2K ﹤0.01%
139
598
$10.1K ﹤0.01%
820
599
$10.1K ﹤0.01%
250
600
$10K ﹤0.01%
306