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
$338M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Sector Composition

1 Financials 34.8%
2 Technology 7.9%
3 Healthcare 5.23%
4 Consumer Staples 3.78%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17.1K 0.01%
314
577
$17K 0.01%
70
-20
578
$16.9K 0.01%
288
579
$16.6K ﹤0.01%
436
580
$16.6K ﹤0.01%
325
-94
581
$16.6K ﹤0.01%
240
582
$16.3K ﹤0.01%
1,224
+824
583
$16.1K ﹤0.01%
+450
584
$16.1K ﹤0.01%
974
585
$15.8K ﹤0.01%
1,000
586
$15.7K ﹤0.01%
1,000
587
$15.7K ﹤0.01%
180
-16
588
$15.7K ﹤0.01%
423
589
$15.5K ﹤0.01%
610
590
$15.4K ﹤0.01%
550
591
$15.4K ﹤0.01%
578
-178
592
$15.2K ﹤0.01%
1,000
593
$15.2K ﹤0.01%
592
594
$15.1K ﹤0.01%
62
595
$15.1K ﹤0.01%
199
-8
596
$15K ﹤0.01%
98
-16
597
$14.7K ﹤0.01%
44
-7
598
$14.7K ﹤0.01%
574
599
$14.7K ﹤0.01%
311
600
$14.6K ﹤0.01%
200