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
601
$15.5K ﹤0.01%
+225
602
$15.5K ﹤0.01%
436
603
$15.5K ﹤0.01%
24
604
$15.5K ﹤0.01%
77
605
$15.3K ﹤0.01%
1,224
606
$15.2K ﹤0.01%
550
607
$14.9K ﹤0.01%
822
-143
608
$14.9K ﹤0.01%
311
609
$14.8K ﹤0.01%
438
610
$14.7K ﹤0.01%
1,000
611
$14.6K ﹤0.01%
320
612
$14.6K ﹤0.01%
62
613
$14.5K ﹤0.01%
187
614
$14.5K ﹤0.01%
775
615
$14.5K ﹤0.01%
98
616
$14.4K ﹤0.01%
176
+33
617
$14.3K ﹤0.01%
407
618
$14.3K ﹤0.01%
685
619
$14K ﹤0.01%
102
620
$13.8K ﹤0.01%
89
621
$13.8K ﹤0.01%
164
622
$13.8K ﹤0.01%
366
623
$13.7K ﹤0.01%
185
624
$13.7K ﹤0.01%
23
625
$13.6K ﹤0.01%
178