PH
Pinnacle Holdings Portfolio holdings
AUM
$287M
1-Year Est. Return
12.9%
1 Year Est. Return
+12.9%
AUM
$277M
AUM Growth
+$14.1M
(+5.4%)
Holding
262
Top Buys
| 1 | +$1.54M | |
| 2 | +$1.44M | |
| 3 | +$1.07M | |
| 4 |
Goldman Sachs
GS
|
+$571K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$559K |
Top Sells
| 1 | +$1.98M | |
| 2 | +$1.45M | |
| 3 | +$970K | |
| 4 |
SUP
Superior Industries International
SUP
|
+$544K |
| 5 |
Williams Companies
WMB
|
+$86.4K |
Sector Composition
| 1 | Financials | 24.66% |
| 2 | Energy | 22.19% |
| 3 | Industrials | 9.79% |
| 4 | Technology | 8.52% |
| 5 | Consumer Discretionary | 5.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
US Bancorp
USB
$73.2B
| – | – |
-1,253
|
|
||
227
Vermilion Energy
VET
$1.38B
| – | – |
-3,053
|
|
||
228
ZIM Integrated Shipping Services
ZIM
$1.93B
| – | – |
-1,608
|
|
||
|
FBMS
229
DELISTED
The First Bancshares, Inc.
FBMS
| – | – |
-42,976
|
|