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
$134M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1 +$305K
2 +$280K
3 +$230K
4
GLD icon
SPDR Gold Trust
GLD
+$220K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$179K

Top Sells

1 +$300K
2 +$291K
3 +$274K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$227K
5
MSFT icon
Microsoft
MSFT
+$176K

Sector Composition

1 Financials 16.06%
2 Technology 11.48%
3 Healthcare 8.2%
4 Consumer Staples 5.57%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
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108
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