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
651
$10.7K ﹤0.01%
100
652
$10.6K ﹤0.01%
62
653
$10.5K ﹤0.01%
329
+29
654
$10.2K ﹤0.01%
174
-13
655
$10.2K ﹤0.01%
174
+63
656
$10.1K ﹤0.01%
177
+108
657
$10.1K ﹤0.01%
250
658
$9.91K ﹤0.01%
200
659
$9.91K ﹤0.01%
209
660
$9.78K ﹤0.01%
+87
661
$9.78K ﹤0.01%
56
662
$9.7K ﹤0.01%
45
663
$9.68K ﹤0.01%
150
664
$9.6K ﹤0.01%
+417
665
$9.42K ﹤0.01%
28
+3
666
$9.25K ﹤0.01%
516
+349
667
$9.2K ﹤0.01%
1,009
668
$9.18K ﹤0.01%
788
669
$8.92K ﹤0.01%
189
670
$8.85K ﹤0.01%
275
+126
671
$8.79K ﹤0.01%
747
672
$8.74K ﹤0.01%
30
673
$8.7K ﹤0.01%
313
674
$8.65K ﹤0.01%
66
675
$8.63K ﹤0.01%
+168