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
$339M
AUM Growth
+$552K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
865
New
Increased
Reduced
Closed

Top Sells

1 +$525K
2 +$459K
3 +$303K
4
ADM icon
Archer Daniels Midland
ADM
+$272K
5
VZ icon
Verizon
VZ
+$242K

Sector Composition

1 Financials 33.82%
2 Technology 8.41%
3 Healthcare 4.96%
4 Consumer Staples 3.75%
5 Communication Services 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$9.37K ﹤0.01%
1,900
677
$9.28K ﹤0.01%
788
678
$9.27K ﹤0.01%
177
679
$9.11K ﹤0.01%
168
680
$9.06K ﹤0.01%
907
+160
681
$8.92K ﹤0.01%
121
682
$8.81K ﹤0.01%
600
683
$8.72K ﹤0.01%
110
684
$8.72K ﹤0.01%
33
685
$8.67K ﹤0.01%
301
686
$8.49K ﹤0.01%
234
687
$8.4K ﹤0.01%
189
688
$8.29K ﹤0.01%
300
689
$8.14K ﹤0.01%
160
690
$8.06K ﹤0.01%
98
691
$7.96K ﹤0.01%
223
-600
692
$7.88K ﹤0.01%
175
693
$7.87K ﹤0.01%
69
694
$7.81K ﹤0.01%
75
695
$7.77K ﹤0.01%
210
+39
696
$7.73K ﹤0.01%
251
697
$7.69K ﹤0.01%
44
698
$7.63K ﹤0.01%
179
699
$7.59K ﹤0.01%
138
-232
700
$7.58K ﹤0.01%
113