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
426
$55.1K 0.02%
835
+150
427
$55.1K 0.02%
263
428
$54.8K 0.02%
915
429
$54.5K 0.02%
493
430
$54.4K 0.02%
252
431
$54.3K 0.02%
1,090
+551
432
$54.2K 0.02%
382
433
$54K 0.02%
488
434
$53.5K 0.02%
1,962
435
$53.1K 0.02%
2,757
436
$52.7K 0.02%
693
-47
437
$52.1K 0.02%
311
438
$51K 0.02%
2,000
439
$51K 0.02%
1,222
440
$50.9K 0.02%
450
441
$50.8K 0.02%
1,632
442
$50.4K 0.01%
180
443
$50.1K 0.01%
1,709
+624
444
$50.1K 0.01%
864
445
$49.6K 0.01%
1,044
446
$49.6K 0.01%
406
-50
447
$49K 0.01%
1,100
448
$48.3K 0.01%
313
449
$48K 0.01%
232
450
$47.6K 0.01%
281
16 17
18
19 20