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
601
$6K ﹤0.01%
88
602
$6K ﹤0.01%
100
603
$6K ﹤0.01%
+14
604
$6K ﹤0.01%
101
-93
605
$5K ﹤0.01%
100
606
$5K ﹤0.01%
23
607
$5K ﹤0.01%
833
608
$5K ﹤0.01%
102
+3
609
$5K ﹤0.01%
131
610
$5K ﹤0.01%
219
-185
611
$5K ﹤0.01%
421
612
$5K ﹤0.01%
100
613
$5K ﹤0.01%
45
614
$5K ﹤0.01%
78
615
$5K ﹤0.01%
314
616
$5K ﹤0.01%
1,000
617
$5K ﹤0.01%
77
618
$5K ﹤0.01%
44
619
$5K ﹤0.01%
294
620
$5K ﹤0.01%
+157
621
$5K ﹤0.01%
262
622
$5K ﹤0.01%
863
623
$5K ﹤0.01%
250
624
$4K ﹤0.01%
33
625
$4K ﹤0.01%
339