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
$243M
AUM Growth
-$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$736K
3 +$640K
4
USB icon
US Bancorp
USB
+$481K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$426K

Sector Composition

1 Financials 34.62%
2 Technology 8.01%
3 Healthcare 6.25%
4 Consumer Staples 5.01%
5 Industrials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$8K ﹤0.01%
298
+22
602
$8K ﹤0.01%
1,409
603
$8K ﹤0.01%
423
+292
604
$8K ﹤0.01%
210
605
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430
606
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103
607
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300
608
$8K ﹤0.01%
241
609
$8K ﹤0.01%
133
610
$8K ﹤0.01%
158
+33
611
$8K ﹤0.01%
103
612
$8K ﹤0.01%
109
613
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175
614
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28
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218
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$7K ﹤0.01%
76
617
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619
$7K ﹤0.01%
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$7K ﹤0.01%
300
621
$7K ﹤0.01%
600
622
$7K ﹤0.01%
54
623
$7K ﹤0.01%
189
624
$7K ﹤0.01%
130
-28
625
$7K ﹤0.01%
66