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
$243M
AUM Growth
-$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$736K
3 +$640K
4
USB icon
US Bancorp
USB
+$481K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$426K

Sector Composition

1 Financials 34.62%
2 Technology 8.01%
3 Healthcare 6.25%
4 Consumer Staples 5.01%
5 Industrials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$5K ﹤0.01%
110
652
$5K ﹤0.01%
69
653
$5K ﹤0.01%
276
654
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136
-38
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+108
657
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658
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120
659
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621
660
$5K ﹤0.01%
32
661
$5K ﹤0.01%
1,301
662
$5K ﹤0.01%
133
663
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664
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669
$5K ﹤0.01%
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161
671
$4K ﹤0.01%
69
+30
672
$4K ﹤0.01%
162
673
$4K ﹤0.01%
94
674
$4K ﹤0.01%
46
675
$4K ﹤0.01%
153