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
426
$19K 0.01%
+189
427
$18K 0.01%
+625
428
$18K 0.01%
+243
429
$18K 0.01%
+225
430
$17K 0.01%
+375
431
$17K 0.01%
+126
432
$17K 0.01%
+146
433
$17K 0.01%
+600
434
$17K 0.01%
+318
435
$17K 0.01%
+567
436
$17K 0.01%
+160
437
$17K 0.01%
+299
438
$16K 0.01%
+1,300
439
$16K 0.01%
+100
440
$16K 0.01%
+298
441
$16K 0.01%
+226
442
$16K 0.01%
+165
443
$15K 0.01%
+194
444
$15K 0.01%
+194
445
$15K 0.01%
+300
446
$15K 0.01%
+745
447
$15K 0.01%
+434
448
$15K 0.01%
+846
449
$15K 0.01%
+180
450
$15K 0.01%
+110