Asset Manager
← All Institutions
Pinnacle Wealth Planning Services, Inc.
Market Value
$0
-100.0%
Holdings
2,649
-5
New Purchases
0
Added To
0
Closed
2,649
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 76 | $0 | 0% |
| Large Cap | 942 | $0 | 0% |
| Mid Cap | 869 | $0 | 0% |
| Small Cap | 625 | $0 | 0% |
| Micro Cap | 137 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$40.6B
Median Market Cap
$5.7B
Avg P/E
31.8
Median P/E
20.3
Avg Dividend Yield
0.03%
Avg Beta
1.01
# Stocks
2,210
# ETFs / Funds
439
Top Holdings (2,649 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CPA | —% | — | — | — | -$10K | -87 | -100.0% | SOLD |
| 2 | AME | —% | — | — | — | -$370K | -1,803 | -100.0% | SOLD |
| 3 | ABM | —% | — | — | — | -$32K | -748 | -100.0% | SOLD |
| 4 | PAC | —% | — | — | — | -$49K | -185 | -100.0% | SOLD |
| 5 | ESTC | —% | — | — | — | -$604 | -8 | -100.0% | SOLD |
| 6 | ABT | —% | — | — | — | -$1M | -11,745 | -100.0% | SOLD |
| 7 | T | —% | — | — | — | -$1M | -45,998 | -100.0% | SOLD |
| 8 | AHRT | —% | — | — | — | -$15K | -2,253 | -100.0% | SOLD |
| 9 | CCS | —% | — | — | — | -$62K | -1,042 | -100.0% | SOLD |
| 10 | YUM | —% | — | — | — | -$382K | -2,526 | -100.0% | SOLD |
| 11 | AVB | —% | — | — | — | -$39K | -213 | -100.0% | SOLD |
| 12 | BDX | —% | — | — | — | -$260K | -1,338 | -100.0% | SOLD |
| 13 | AFB | —% | — | — | — | -$17K | -1,599 | -100.0% | SOLD |
| 14 | CB | —% | — | — | — | -$492K | -1,577 | -100.0% | SOLD |
| 15 | AAP | —% | — | — | — | -$19K | -473 | -100.0% | SOLD |
| 16 | NVT | —% | — | — | — | -$612 | -6 | -100.0% | SOLD |
| 17 | EXR | —% | — | — | — | -$13K | -101 | -100.0% | SOLD |
| 18 | EXPD | —% | — | — | — | -$162K | -1,088 | -100.0% | SOLD |
| 19 | ALB | —% | — | — | — | -$88K | -624 | -100.0% | SOLD |
| 20 | WT | —% | — | — | — | -$289K | -23,735 | -100.0% | SOLD |
| 21 | HRB | —% | — | — | — | -$1K | -23 | -100.0% | SOLD |
| 22 | AMP | —% | — | — | — | -$407K | -831 | -100.0% | SOLD |
| 23 | GDV | —% | — | — | — | -$270K | -9,735 | -100.0% | SOLD |
| 24 | APAM | —% | — | — | — | -$49K | -1,214 | -100.0% | SOLD |
| 25 | IBP | —% | — | — | — | -$258K | -994 | -100.0% | SOLD |
| 26 | DIS | —% | — | — | — | -$727K | -6,393 | -100.0% | SOLD |
| 27 | ACN | —% | — | — | — | -$956K | -3,564 | -100.0% | SOLD |
| 28 | NFG | —% | — | — | — | -$145K | -1,813 | -100.0% | SOLD |
| 29 | ARCO | —% | — | — | — | -$4K | -514 | -100.0% | SOLD |
| 30 | RSI | —% | — | — | — | -$86K | -4,404 | -100.0% | SOLD |
| 31 | ATR | —% | — | — | — | -$76K | -622 | -100.0% | SOLD |
| 32 | GLW | —% | — | — | — | -$141K | -1,615 | -100.0% | SOLD |
| 33 | AIR | —% | — | — | — | -$73K | -879 | -100.0% | SOLD |
| 34 | ATEN | —% | — | — | — | -$5K | -298 | -100.0% | SOLD |
| 35 | ACI | —% | — | — | — | -$4K | -207 | -100.0% | SOLD |
| 36 | ARW | —% | — | — | — | -$7K | -64 | -100.0% | SOLD |
| 37 | WDI | —% | — | — | — | -$77K | -5,572 | -100.0% | SOLD |
| 38 | 21P.F | —% | — | — | — | -$325 | -77 | -100.0% | SOLD |
| 39 | FMX | —% | — | — | — | -$126K | -1,246 | -100.0% | SOLD |
| 40 | CVX | —% | — | — | — | -$916K | -6,009 | -100.0% | SOLD |
| 41 | RH | —% | — | — | — | -$35K | -194 | -100.0% | SOLD |
| 42 | TMHC | —% | — | — | — | -$78K | -1,322 | -100.0% | SOLD |
| 43 | UNFI | —% | — | — | — | -$38K | -1,118 | -100.0% | SOLD |
| 44 | WNC | —% | — | — | — | -$3K | -387 | -100.0% | SOLD |
| 45 | AN | —% | — | — | — | -$92K | -446 | -100.0% | SOLD |
| 46 | AR | —% | — | — | — | -$43K | -1,256 | -100.0% | SOLD |
| 47 | ARMK | —% | — | — | — | -$113K | -3,072 | -100.0% | SOLD |
| 48 | DY | —% | — | — | — | -$26K | -78 | -100.0% | SOLD |
| 49 | ED | —% | — | — | — | -$114K | -1,151 | -100.0% | SOLD |
| 50 | JRI | —% | — | — | — | -$53K | -3,867 | -100.0% | SOLD |
| 51 | ALL | —% | — | — | — | -$302K | -1,451 | -100.0% | SOLD |
| 52 | ALSN | —% | — | — | — | -$3K | -33 | -100.0% | SOLD |
| 53 | AIZ | —% | — | — | — | -$23K | -96 | -100.0% | SOLD |
| 54 | ARES | —% | — | — | — | -$83K | -511 | -100.0% | SOLD |
| 55 | ASX | —% | — | — | — | -$352K | -21,840 | -100.0% | SOLD |
| 56 | EMN | —% | — | — | — | -$181K | -2,837 | -100.0% | SOLD |
| 57 | DECK | —% | — | — | — | -$71K | -689 | -100.0% | SOLD |
| 58 | FLR | —% | — | — | — | -$22K | -562 | -100.0% | SOLD |
| 59 | CBAN | —% | — | — | — | -$13K | -757 | -100.0% | SOLD |
| 60 | FDX | —% | — | — | — | -$379K | -1,311 | -100.0% | SOLD |
| 61 | ACRE | —% | — | — | — | -$11K | -2,365 | -100.0% | SOLD |
| 62 | EMD | —% | — | — | — | -$191K | -17,947 | -100.0% | SOLD |
| 63 | HPE | —% | — | — | — | -$283K | -11,772 | -100.0% | SOLD |
| 64 | UAA | —% | — | — | — | -$16K | -3,202 | -100.0% | SOLD |
| 65 | OC | —% | — | — | — | -$10K | -92 | -100.0% | SOLD |
| 66 | MC | —% | — | — | — | -$103K | -1,505 | -100.0% | SOLD |
| 67 | BFAM | —% | — | — | — | -$3K | -31 | -100.0% | SOLD |
| 68 | MTDR | —% | — | — | — | -$25K | -592 | -100.0% | SOLD |
| 69 | HLI | —% | — | — | — | -$13K | -72 | -100.0% | SOLD |
| 70 | JHG | —% | — | — | — | -$81K | -1,707 | -100.0% | SOLD |
| 71 | YETI | —% | — | — | — | -$9K | -209 | -100.0% | SOLD |
| 72 | CDE | —% | — | — | — | -$25K | -1,426 | -100.0% | SOLD |
| 73 | UBER | —% | — | — | — | -$881K | -10,788 | -100.0% | SOLD |
| 74 | HMC | —% | — | — | — | -$116K | -3,919 | -100.0% | SOLD |
| 75 | CVS | —% | — | — | — | -$169K | -2,132 | -100.0% | SOLD |
| 76 | ALG | —% | — | — | — | -$55K | -326 | -100.0% | SOLD |
| 77 | PB | —% | — | — | — | -$346 | -5 | -100.0% | SOLD |
| 78 | GWRE | —% | — | — | — | -$15K | -76 | -100.0% | SOLD |
| 79 | AA | —% | — | — | — | -$213K | -4,002 | -100.0% | SOLD |
| 80 | NOW | —% | — | — | — | -$713K | -4,657 | -100.0% | SOLD |
| 81 | DINO | —% | — | — | — | -$82K | -1,787 | -100.0% | SOLD |
| 82 | UI | —% | — | — | — | -$3K | -6 | -100.0% | SOLD |
| 83 | ACHR | —% | — | — | — | -$8K | -1,125 | -100.0% | SOLD |
| 84 | WY | —% | — | — | — | -$30K | -1,263 | -100.0% | SOLD |
| 85 | ADX | —% | — | — | — | -$74K | -3,158 | -100.0% | SOLD |
| 86 | WTM | —% | — | — | — | -$8K | -4 | -100.0% | SOLD |
| 87 | NTST | —% | — | — | — | -$9K | -519 | -100.0% | SOLD |
| 88 | LYV | —% | — | — | — | -$190K | -1,333 | -100.0% | SOLD |
| 89 | ETD | —% | — | — | — | -$8K | -355 | -100.0% | SOLD |
| 90 | LHX | —% | — | — | — | -$277K | -944 | -100.0% | SOLD |
| 91 | AEM | —% | — | — | — | -$106K | -623 | -100.0% | SOLD |
| 92 | BKH | —% | — | — | — | -$30K | -438 | -100.0% | SOLD |
| 93 | Q | —% | — | — | — | -$115K | -1,411 | -100.0% | SOLD |
| 94 | AGCO | —% | — | — | — | -$11K | -108 | -100.0% | SOLD |
| 95 | ABG | —% | — | — | — | -$157K | -674 | -100.0% | SOLD |
| 96 | HR | —% | — | — | — | -$76K | -4,506 | -100.0% | SOLD |
| 97 | ALV | —% | — | — | — | -$3K | -26 | -100.0% | SOLD |
| 98 | SLVM | —% | — | — | — | -$32K | -670 | -100.0% | SOLD |
| 99 | AMN | —% | — | — | — | -$10K | -641 | -100.0% | SOLD |
| 100 | BMY | —% | — | — | — | -$345K | -6,400 | -100.0% | SOLD |