PH
Pinnacle Holdings Portfolio holdings
AUM
$277M
1-Year Return
16.56%
This Quarter Return
+5.83%
1 Year Return
+16.56%
3 Year Return
+58.77%
5 Year Return
+154.71%
10 Year Return
+217.94%
AUM
$249M
AUM Growth
+$5.85M
(+2.4%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
6.52%
Top 10 Holdings %
Top 10 Hldgs %
20.95%
Holding
245
New
47
Increased
25
Reduced
111
Closed
19
Top Buys
Top Sells
| 1 |
Walmart
WMT
|
$1.26M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.18M |
| 3 |
Alpha Metallurgical Resources
AMR
|
$1.09M |
| 4 |
Williams Companies
WMB
|
$921K |
| 5 |
UnitedHealth
UNH
|
$388K |
Sector Composition
| 1 | Financials | 23.05% |
| 2 | Energy | 22.89% |
| 3 | Industrials | 8.5% |
| 4 | Technology | 6.83% |
| 5 | Consumer Discretionary | 6.34% |
