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
$281M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Sells

1 +$984K
2 +$859K
3 +$833K
4
BAC icon
Bank of America
BAC
+$788K
5
MSFT icon
Microsoft
MSFT
+$548K

Sector Composition

1 Financials 34.83%
2 Technology 8.03%
3 Healthcare 5.35%
4 Consumer Staples 3.75%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$12.5K ﹤0.01%
373
577
$12.4K ﹤0.01%
3,321
578
$12.4K ﹤0.01%
964
579
$12.3K ﹤0.01%
116
+67
580
$12.3K ﹤0.01%
50
581
$11.9K ﹤0.01%
450
582
$11.9K ﹤0.01%
200
583
$11.7K ﹤0.01%
+673
584
$11.7K ﹤0.01%
781
585
$11.6K ﹤0.01%
515
586
$11.6K ﹤0.01%
+143
587
$11.6K ﹤0.01%
45
588
$11.5K ﹤0.01%
+230
589
$11.5K ﹤0.01%
69
590
$11.2K ﹤0.01%
166
591
$11.2K ﹤0.01%
73
592
$11.2K ﹤0.01%
64
593
$11K ﹤0.01%
276
+58
594
$10.9K ﹤0.01%
89
595
$10.9K ﹤0.01%
15
596
$10.8K ﹤0.01%
102
-42
597
$10.8K ﹤0.01%
+110
598
$10.7K ﹤0.01%
262
-235
599
$10.7K ﹤0.01%
33
600
$10.7K ﹤0.01%
98