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
$283M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.8M
3
+$1.77M
4
BAC icon
Bank of America
BAC
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.67M

Top Sells

1
+$526K
2
+$403K
3
+$308K
4
SLV icon
iShares Silver Trust
SLV
+$268K
5
MMM icon
3M
MMM
+$238K

Sector Composition

1 Financials 33.54%
2 Technology 9%
3 Healthcare 5.35%
4 Consumer Staples 4.31%
5 Consumer Discretionary 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$21K 0.01%
90
477
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237
478
$21K 0.01%
141
479
$21K 0.01%
696
480
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435
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481
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3,321
482
$21K 0.01%
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483
$20K 0.01%
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484
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485
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486
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762
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487
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488
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489
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490
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491
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492
$19K 0.01%
280
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722
494
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495
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496
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497
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498
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499
$18K 0.01%
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500
$18K 0.01%
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18 19
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