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
626
$13.3K ﹤0.01%
73
627
$13.2K ﹤0.01%
144
+84
628
$13.2K ﹤0.01%
314
629
$13.1K ﹤0.01%
127
630
$12.9K ﹤0.01%
193
631
$12.7K ﹤0.01%
974
632
$12.7K ﹤0.01%
180
633
$12.6K ﹤0.01%
515
634
$12.5K ﹤0.01%
200
635
$12.4K ﹤0.01%
87
-409
636
$12.3K ﹤0.01%
246
+12
637
$12.3K ﹤0.01%
936
638
$12.2K ﹤0.01%
574
639
$12.1K ﹤0.01%
186
640
$12K ﹤0.01%
744
641
$11.9K ﹤0.01%
673
642
$11.9K ﹤0.01%
100
643
$11.9K ﹤0.01%
69
644
$11.7K ﹤0.01%
110
645
$11.7K ﹤0.01%
122
646
$11.6K ﹤0.01%
3,802
647
$11.5K ﹤0.01%
44
648
$11.5K ﹤0.01%
379
+50
649
$11.4K ﹤0.01%
51
650
$11.3K ﹤0.01%
200
+26