PB

Pinnacle Bancorp Portfolio holdings

AUM $339M
1-Year Est. Return 14.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$435K
2
+$366K
3
+$299K
4
NVDA icon
NVIDIA
NVDA
+$297K
5
JPM icon
JPMorgan Chase
JPM
+$255K

Top Sells

1
+$2.91M
2
+$390K
3
+$351K
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$348K
5
MSFT icon
Microsoft
MSFT
+$338K

Sector Composition

1 Financials 16.71%
2 Technology 10.44%
3 Healthcare 4.99%
4 Communication Services 4.71%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$73.1K 0.02%
1,864
377
$72.9K 0.02%
1,200
-300
378
$72.9K 0.02%
6,300
379
$72.8K 0.02%
435
-92
380
$72.4K 0.02%
1,258
+5
381
$71.8K 0.02%
2,425
382
$70.3K 0.02%
548
+48
383
$69.2K 0.02%
455
384
$69.1K 0.02%
332
385
$67.5K 0.02%
921
+2
386
$67.4K 0.02%
992
387
$67.2K 0.02%
359
+139
388
$66.7K 0.02%
400
389
$66.6K 0.02%
471
390
$66.6K 0.02%
7,427
391
$66K 0.02%
1,816
392
$65.8K 0.02%
290
393
$65.7K 0.02%
+1,259
394
$65.6K 0.02%
492
395
$65.6K 0.02%
267
+98
396
$65K 0.02%
1,062
-55
397
$64.9K 0.02%
4,491
398
$64.9K 0.02%
103
399
$64.7K 0.02%
1,075
400
$63.5K 0.02%
829
14 15
16
17 18