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
$288M
AUM Growth
+$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
803
New
Increased
Reduced
Closed

Top Sells

1 +$882K
2 +$486K
3 +$425K
4
VV icon
Vanguard Large-Cap ETF
VV
+$414K
5
CERN
Cerner Corp
CERN
+$363K

Sector Composition

1 Financials 36.71%
2 Technology 8.25%
3 Healthcare 5.31%
4 Consumer Staples 4.26%
5 Consumer Discretionary 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$9K ﹤0.01%
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747
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$9K ﹤0.01%
109
611
$9K ﹤0.01%
1,094
+324
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$8K ﹤0.01%
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306
-1,490
617
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620
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621
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622
$8K ﹤0.01%
306
+2
623
$8K ﹤0.01%
103
624
$8K ﹤0.01%
+60
625
$8K ﹤0.01%
76
-2,498