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
$141M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1 +$43.2M
2 +$3.42M
3 +$2.98M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.33M

Top Sells

No sells this quarter

Sector Composition

1 Financials 37.18%
2 Technology 6.97%
3 Healthcare 6.65%
4 Consumer Staples 4.83%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$6K ﹤0.01%
+87
552
$6K ﹤0.01%
+112
553
$5K ﹤0.01%
+62
554
$5K ﹤0.01%
+115
555
$5K ﹤0.01%
+150
556
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+53
557
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+272
558
$5K ﹤0.01%
+100
559
$5K ﹤0.01%
+656
560
$5K ﹤0.01%
+98
561
$5K ﹤0.01%
+155
562
$5K ﹤0.01%
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563
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564
$5K ﹤0.01%
+100
565
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+50
566
$5K ﹤0.01%
+136
567
$5K ﹤0.01%
+115
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+113
569
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+161
570
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+240
571
$5K ﹤0.01%
+140
572
$5K ﹤0.01%
+193
573
$5K ﹤0.01%
+250
574
$4K ﹤0.01%
+214
575
$4K ﹤0.01%
+53