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
$339M
AUM Growth
+$552K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Sells

1 +$525K
2 +$459K
3 +$303K
4
ADM icon
Archer Daniels Midland
ADM
+$272K
5
VZ icon
Verizon
VZ
+$242K

Sector Composition

1 Financials 33.82%
2 Technology 8.41%
3 Healthcare 4.96%
4 Consumer Staples 3.75%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17.8K 0.01%
123
577
$17.7K 0.01%
734
578
$17.6K 0.01%
116
-20
579
$17.5K 0.01%
53
580
$17.5K 0.01%
181
+22
581
$17.4K 0.01%
108
582
$17.3K 0.01%
697
+87
583
$17.2K 0.01%
279
584
$17.1K 0.01%
+75
585
$17K 0.01%
222
-25
586
$16.9K 0.01%
174
-16
587
$16.7K ﹤0.01%
343
-69
588
$16.6K ﹤0.01%
461
589
$16.6K ﹤0.01%
325
590
$16.6K ﹤0.01%
450
591
$16.2K ﹤0.01%
202
592
$16.1K ﹤0.01%
288
593
$16K ﹤0.01%
137
+27
594
$16K ﹤0.01%
264
-4,500
595
$15.8K ﹤0.01%
101
596
$15.8K ﹤0.01%
100
597
$15.8K ﹤0.01%
423
598
$15.8K ﹤0.01%
70
599
$15.7K ﹤0.01%
1,000
600
$15.7K ﹤0.01%
200
+20