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
$219M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1 +$412K
2 +$290K
3 +$246K
4
ICE icon
Intercontinental Exchange
ICE
+$207K
5
J icon
Jacobs Solutions
J
+$196K

Top Sells

1 +$383K
2 +$315K
3 +$236K
4
VT icon
Vanguard Total World Stock ETF
VT
+$214K
5
BIIB icon
Biogen
BIIB
+$175K

Sector Composition

1 Financials 31.37%
2 Technology 9.03%
3 Healthcare 6%
4 Consumer Staples 3.79%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$30K 0.01%
5,673
-736
427
$30K 0.01%
501
428
$29K 0.01%
75
429
$29K 0.01%
1,060
430
$29K 0.01%
1,800
431
$29K 0.01%
550
432
$29K 0.01%
718
433
$28K 0.01%
327
434
$28K 0.01%
1,666
435
$28K 0.01%
2,193
436
$28K 0.01%
1,650
437
$27K 0.01%
155
438
$27K 0.01%
123
439
$27K 0.01%
1,920
440
$27K 0.01%
4,400
441
$27K 0.01%
2,150
442
$27K 0.01%
352
443
$27K 0.01%
464
444
$27K 0.01%
3,000
445
$27K 0.01%
110
446
$27K 0.01%
1,204
447
$27K 0.01%
388
448
$26K 0.01%
323
449
$26K 0.01%
239
450
$26K 0.01%
330