PH

Pinnacle Holdings Portfolio holdings

AUM $296M
1-Year Est. Return 12.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$1.22M
2 +$1.01M
3 +$967K
4
LOCO icon
El Pollo Loco
LOCO
+$824K
5
CWBC
Community West Bancshares
CWBC
+$186K

Sector Composition

1 Energy 24.87%
2 Financials 17.04%
3 Industrials 8.59%
4 Consumer Discretionary 5.08%
5 Technology 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-86,987
202
-50,367