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
$305M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Sells

1 +$6.55M
2 +$2.17M
3 +$1.99M
4
WFC icon
Wells Fargo
WFC
+$1.78M
5
JPM icon
JPMorgan Chase
JPM
+$1.61M

Sector Composition

1 Financials 33.17%
2 Technology 8.64%
3 Healthcare 5.12%
4 Consumer Staples 3.68%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$5.47K ﹤0.01%
+34
702
$5.4K ﹤0.01%
200
703
$5.38K ﹤0.01%
86
704
$5.38K ﹤0.01%
88
705
$5.38K ﹤0.01%
+221
706
$5.37K ﹤0.01%
218
707
$5.32K ﹤0.01%
80
708
$5.31K ﹤0.01%
152
709
$5.26K ﹤0.01%
52
710
$5.25K ﹤0.01%
214
711
$5.19K ﹤0.01%
70
712
$5.16K ﹤0.01%
134
713
$5.14K ﹤0.01%
1,586
714
$5.1K ﹤0.01%
80
-1
715
$5.07K ﹤0.01%
+27
716
$4.88K ﹤0.01%
400
717
$4.79K ﹤0.01%
149
718
$4.76K ﹤0.01%
53
719
$4.76K ﹤0.01%
+878
720
$4.64K ﹤0.01%
97
721
$4.62K ﹤0.01%
134
722
$4.61K ﹤0.01%
+116
723
$4.6K ﹤0.01%
166
724
$4.5K ﹤0.01%
+37
725
$4.32K ﹤0.01%
100
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