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
$307M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Sells

1 +$68.1M
2 +$452K
3 +$398K
4
BAC icon
Bank of America
BAC
+$368K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$335K

Sector Composition

1 Financials 17.31%
2 Technology 10%
3 Healthcare 5.37%
4 Consumer Staples 4.47%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$28.1K 0.01%
250
527
$28K 0.01%
+800
528
$27.8K 0.01%
263
529
$27.7K 0.01%
273
530
$27.5K 0.01%
297
531
$27K 0.01%
314
-14
532
$27K 0.01%
969
533
$27K 0.01%
155
534
$26.9K 0.01%
750
535
$26.8K 0.01%
560
536
$26.7K 0.01%
843
537
$26.7K 0.01%
250
+50
538
$26.6K 0.01%
453
539
$26.4K 0.01%
300
+25
540
$26.1K 0.01%
900
+250
541
$26K 0.01%
68
542
$26K 0.01%
606
543
$25.8K 0.01%
808
544
$25.7K 0.01%
+180
545
$25.7K 0.01%
100
+25
546
$25.7K 0.01%
220
547
$25.2K 0.01%
735
548
$25.1K 0.01%
250
549
$25K 0.01%
497
550
$24.8K 0.01%
368