PB

Pinnacle Bancorp Portfolio holdings

AUM $339M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$3.42M
3
+$2.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.18%
2 Technology 6.97%
3 Healthcare 6.65%
4 Consumer Staples 4.83%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$32K 0.02%
+495
352
$32K 0.02%
+658
353
$32K 0.02%
+835
354
$32K 0.02%
+1,245
355
$32K 0.02%
+1,012
356
$31K 0.02%
+281
357
$31K 0.02%
+1,350
358
$30K 0.02%
+462
359
$30K 0.02%
+500
360
$30K 0.02%
+450
361
$30K 0.02%
+550
362
$29K 0.02%
+3,849
363
$29K 0.02%
+1,055
364
$29K 0.02%
+450
365
$29K 0.02%
+488
366
$29K 0.02%
+1,000
367
$29K 0.02%
+800
368
$28K 0.02%
+1,640
369
$28K 0.02%
+3,200
370
$28K 0.02%
+750
371
$28K 0.02%
+1,044
372
$27K 0.02%
+4,618
373
$27K 0.02%
+703
374
$27K 0.02%
+500
375
$26K 0.02%
+338
13 14
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