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
$281M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Sells

1 +$984K
2 +$859K
3 +$833K
4
BAC icon
Bank of America
BAC
+$788K
5
MSFT icon
Microsoft
MSFT
+$548K

Sector Composition

1 Financials 34.83%
2 Technology 8.03%
3 Healthcare 5.35%
4 Consumer Staples 3.75%
5 Consumer Discretionary 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$9.08K ﹤0.01%
528
627
$9.07K ﹤0.01%
371
628
$8.92K ﹤0.01%
+288
629
$8.81K ﹤0.01%
134
-29
630
$8.7K ﹤0.01%
266
631
$8.66K ﹤0.01%
88
632
$8.63K ﹤0.01%
25
633
$8.6K ﹤0.01%
250
634
$8.58K ﹤0.01%
747
635
$8.55K ﹤0.01%
23
636
$8.54K ﹤0.01%
410
637
$8.52K ﹤0.01%
115
638
$8.37K ﹤0.01%
916
639
$8.36K ﹤0.01%
54
640
$8.36K ﹤0.01%
359
641
$8.31K ﹤0.01%
1,009
642
$8.23K ﹤0.01%
306
643
$7.98K ﹤0.01%
425
644
$7.98K ﹤0.01%
187
645
$7.97K ﹤0.01%
+234
646
$7.75K ﹤0.01%
160
-2,052
647
$7.59K ﹤0.01%
103
648
$7.58K ﹤0.01%
788
649
$7.52K ﹤0.01%
1,900
650
$7.45K ﹤0.01%
312
+137