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
$338M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Sector Composition

1 Financials 34.8%
2 Technology 7.9%
3 Healthcare 5.23%
4 Consumer Staples 3.78%
5 Communication Services 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$12.3K ﹤0.01%
520
627
$12.1K ﹤0.01%
44
-18
628
$12.1K ﹤0.01%
673
629
$12K ﹤0.01%
29
630
$12K ﹤0.01%
51
631
$11.9K ﹤0.01%
200
632
$11.9K ﹤0.01%
211
633
$11.8K ﹤0.01%
127
-22
634
$11.7K ﹤0.01%
234
+8
635
$11.7K ﹤0.01%
143
636
$11.6K ﹤0.01%
+361
637
$11.6K ﹤0.01%
266
638
$11.4K ﹤0.01%
98
639
$11.3K ﹤0.01%
100
640
$11.3K ﹤0.01%
152
+110
641
$11.2K ﹤0.01%
600
642
$11.1K ﹤0.01%
528
643
$11.1K ﹤0.01%
170
644
$11K ﹤0.01%
1,900
645
$10.9K ﹤0.01%
3,802
-634
646
$10.9K ﹤0.01%
294
647
$10.8K ﹤0.01%
187
648
$10.7K ﹤0.01%
721
649
$10.7K ﹤0.01%
110
650
$10.7K ﹤0.01%
110