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
$307M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Sells

1 +$68.1M
2 +$452K
3 +$398K
4
BAC icon
Bank of America
BAC
+$368K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$335K

Sector Composition

1 Financials 17.31%
2 Technology 10%
3 Healthcare 5.37%
4 Consumer Staples 4.47%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$15.2K 0.01%
116
627
$15.2K 0.01%
936
628
$15.1K ﹤0.01%
+327
629
$15.1K ﹤0.01%
92
630
$15.1K ﹤0.01%
550
631
$14.7K ﹤0.01%
+224
632
$14.6K ﹤0.01%
53
633
$14.6K ﹤0.01%
266
634
$14.6K ﹤0.01%
1,000
635
$14.5K ﹤0.01%
366
636
$14.4K ﹤0.01%
187
637
$14.3K ﹤0.01%
389
638
$14.2K ﹤0.01%
262
+75
639
$14.1K ﹤0.01%
164
640
$13.8K ﹤0.01%
311
641
$13.8K ﹤0.01%
544
642
$13.5K ﹤0.01%
436
643
$13.5K ﹤0.01%
3,802
644
$13.4K ﹤0.01%
150
+103
645
$13.1K ﹤0.01%
314
646
$13.1K ﹤0.01%
974
647
$13.1K ﹤0.01%
262
+16
648
$13K ﹤0.01%
72
649
$13K ﹤0.01%
320
650
$13K ﹤0.01%
200