PH

Pinnacle Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 16.56%
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 52.02%
2 Industrials 10.77%
3 Financials 4.73%
4 Consumer Discretionary 2.22%
5 Technology 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$17.4K 0.01%
+455
152
$16.6K 0.01%
+1,000
153
$16.5K 0.01%
+1,100
154
$11.6K ﹤0.01%
+400
155
$11.2K ﹤0.01%
+930
156
$10.8K ﹤0.01%
+2,115
157
$10.6K ﹤0.01%
+800
158
$9.71K ﹤0.01%
+576
159
$9.7K ﹤0.01%
+1,000
160
$9K ﹤0.01%
+473
161
$6.77K ﹤0.01%
+200
162
$6.51K ﹤0.01%
+320
163
$3.8K ﹤0.01%
+100
164
$1.78K ﹤0.01%
+104