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
676
$8.56K ﹤0.01%
234
677
$8.38K ﹤0.01%
175
678
$8.33K ﹤0.01%
301
679
$8.26K ﹤0.01%
300
680
$8.17K ﹤0.01%
121
681
$8.16K ﹤0.01%
33
682
$8.13K ﹤0.01%
39
683
$8.11K ﹤0.01%
1,417
+539
684
$8.08K ﹤0.01%
121
685
$8.06K ﹤0.01%
160
686
$7.97K ﹤0.01%
75
687
$7.96K ﹤0.01%
251
688
$7.92K ﹤0.01%
69
+16
689
$7.86K ﹤0.01%
187
690
$7.86K ﹤0.01%
100
691
$7.82K ﹤0.01%
827
692
$7.71K ﹤0.01%
170
693
$7.65K ﹤0.01%
179
694
$7.65K ﹤0.01%
312
695
$7.5K ﹤0.01%
+264
696
$7.32K ﹤0.01%
14
697
$7.28K ﹤0.01%
70
698
$7.17K ﹤0.01%
+384
699
$7.12K ﹤0.01%
+43
700
$7.1K ﹤0.01%
44
-25