PH

Pinnacle Holdings Portfolio holdings

AUM $287M
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$834K
2
+$388K
3
+$172K
4
JXN icon
Jackson Financial
JXN
+$172K
5
BG icon
Bunge Global
BG
+$143K

Top Sells

1
+$519K
2
+$266K
3
+$263K
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$259K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$249K

Sector Composition

1 Financials 24.95%
2 Energy 21.26%
3 Industrials 7.6%
4 Healthcare 7.15%
5 Technology 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
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