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
$272M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Sector Composition

1 Financials 33.12%
2 Technology 8.02%
3 Healthcare 5.46%
4 Consumer Staples 4.38%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$6.44K ﹤0.01%
109
677
$6.33K ﹤0.01%
28
678
$6.22K ﹤0.01%
313
679
$6.22K ﹤0.01%
259
680
$6.21K ﹤0.01%
30
681
$6.2K ﹤0.01%
77
682
$6.14K ﹤0.01%
220
683
$6.08K ﹤0.01%
66
684
$5.96K ﹤0.01%
260
+26
685
$5.95K ﹤0.01%
827
+206
686
$5.86K ﹤0.01%
+520
687
$5.84K ﹤0.01%
6
688
$5.83K ﹤0.01%
110
689
$5.8K ﹤0.01%
71
-16
690
$5.71K ﹤0.01%
57
691
$5.65K ﹤0.01%
261
+100
692
$5.56K ﹤0.01%
218
693
$5.46K ﹤0.01%
75
694
$5.4K ﹤0.01%
193
695
$5.34K ﹤0.01%
149
696
$5.32K ﹤0.01%
240
697
$5.27K ﹤0.01%
25
-9
698
$5.22K ﹤0.01%
+217
699
$5.18K ﹤0.01%
70
700
$5.16K ﹤0.01%
49