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
626
$7K ﹤0.01%
57
627
$7K ﹤0.01%
208
628
$7K ﹤0.01%
9
629
$6K ﹤0.01%
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630
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631
$6K ﹤0.01%
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632
$6K ﹤0.01%
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633
$6K ﹤0.01%
+76
634
$6K ﹤0.01%
350
635
$6K ﹤0.01%
313
636
$6K ﹤0.01%
109
-25
637
$6K ﹤0.01%
263
638
$6K ﹤0.01%
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182
640
$6K ﹤0.01%
62
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$6K ﹤0.01%
+75
642
$6K ﹤0.01%
719
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$6K ﹤0.01%
77
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$6K ﹤0.01%
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$6K ﹤0.01%
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646
$6K ﹤0.01%
84
647
$6K ﹤0.01%
75
648
$6K ﹤0.01%
1,094
649
$5K ﹤0.01%
29
650
$5K ﹤0.01%
191
+35