PB

Pinnacle Bancorp Portfolio holdings

AUM $339M
1-Year Est. Return 14.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1 +$435K
2 +$366K
3 +$299K
4
NVDA icon
NVIDIA
NVDA
+$297K
5
JPM icon
JPMorgan Chase
JPM
+$255K

Top Sells

1 +$2.91M
2 +$390K
3 +$351K
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$348K
5
MSFT icon
Microsoft
MSFT
+$338K

Sector Composition

1 Financials 16.71%
2 Technology 10.44%
3 Healthcare 4.99%
4 Communication Services 4.71%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$28.9K 0.01%
146
-154
552
$28.9K 0.01%
+112
553
$28.8K 0.01%
108
554
$28.4K 0.01%
237
555
$28.4K 0.01%
606
556
$28.2K 0.01%
598
+77
557
$28.1K 0.01%
66
558
$28K 0.01%
645
559
$27.8K 0.01%
1,000
-400
560
$27.7K 0.01%
340
+26
561
$27.5K 0.01%
+56
562
$27.4K 0.01%
204
563
$27.2K 0.01%
+48
564
$27K 0.01%
257
+32
565
$26.9K 0.01%
723
566
$26.8K 0.01%
2,244
567
$26.4K 0.01%
596
568
$26.4K 0.01%
424
-44
569
$26K 0.01%
100
570
$25.9K 0.01%
74
571
$25.9K 0.01%
342
572
$25.8K 0.01%
180
573
$25.7K 0.01%
198
574
$25.6K 0.01%
500
575
$25.5K 0.01%
204