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
$272M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Sector Composition

1 Financials 33.12%
2 Technology 8.02%
3 Healthcare 5.46%
4 Consumer Staples 4.38%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$9.73K ﹤0.01%
250
627
$9.69K ﹤0.01%
+121
628
$9.67K ﹤0.01%
191
629
$9.39K ﹤0.01%
+190
630
$9.27K ﹤0.01%
306
631
$9.13K ﹤0.01%
294
632
$9.06K ﹤0.01%
30
-30
633
$9K ﹤0.01%
+1,049
634
$8.97K ﹤0.01%
114
635
$8.96K ﹤0.01%
3,320
636
$8.91K ﹤0.01%
747
637
$8.5K ﹤0.01%
187
638
$8.49K ﹤0.01%
189
639
$8.34K ﹤0.01%
300
640
$8.23K ﹤0.01%
23
641
$8.21K ﹤0.01%
136
642
$8.19K ﹤0.01%
1,282
+29
643
$8.16K ﹤0.01%
103
644
$8.15K ﹤0.01%
781
645
$8.09K ﹤0.01%
+311
646
$8.06K ﹤0.01%
57
647
$8.05K ﹤0.01%
218
648
$8.05K ﹤0.01%
359
649
$7.85K ﹤0.01%
175
650
$7.8K ﹤0.01%
194