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
$374M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
890
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$1.27M
3 +$1.1M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.04M
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$1.03M

Top Sells

1 +$8.21M
2 +$315K
3 +$204K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$203K
5
WFC icon
Wells Fargo
WFC
+$201K

Sector Composition

1 Financials 32.4%
2 Technology 8.13%
3 Healthcare 4.93%
4 Consumer Staples 3.82%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$25.4K 0.01%
735
527
$25.3K 0.01%
808
528
$25.2K 0.01%
250
-349
529
$25K 0.01%
497
+2
530
$24.8K 0.01%
843
-144
531
$24.8K 0.01%
118
532
$24.6K 0.01%
125
533
$24.5K 0.01%
773
534
$24.4K 0.01%
273
-249
535
$24.4K 0.01%
927
+10
536
$24K 0.01%
455
537
$24K 0.01%
202
538
$24K 0.01%
125
539
$23.9K 0.01%
802
540
$23.9K 0.01%
+1,234
541
$23.8K 0.01%
465
542
$23.7K 0.01%
799
+33
543
$23.7K 0.01%
550
544
$23.7K 0.01%
971
545
$23.6K 0.01%
368
546
$23.5K 0.01%
645
547
$23.4K 0.01%
453
548
$23.1K 0.01%
468
549
$23.1K 0.01%
892
+318
550
$23.1K 0.01%
400