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%
+219
552
$6K ﹤0.01%
+200
553
$5K ﹤0.01%
+50
554
$5K ﹤0.01%
+136
555
$5K ﹤0.01%
+115
556
$5K ﹤0.01%
+113
557
$5K ﹤0.01%
+161
558
$5K ﹤0.01%
+240
559
$5K ﹤0.01%
+140
560
$5K ﹤0.01%
+193
561
$5K ﹤0.01%
+656
562
$5K ﹤0.01%
+98
563
$5K ﹤0.01%
+155
564
$5K ﹤0.01%
+250
565
$5K ﹤0.01%
+62
566
$5K ﹤0.01%
+115
567
$5K ﹤0.01%
+92
568
$5K ﹤0.01%
+150
569
$5K ﹤0.01%
+53
570
$5K ﹤0.01%
+100
571
$5K ﹤0.01%
+272
572
$5K ﹤0.01%
+100
573
$5K ﹤0.01%
+63
574
$4K ﹤0.01%
+177
575
$4K ﹤0.01%
+214