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
576
$4K ﹤0.01%
+53
577
$4K ﹤0.01%
+339
578
$4K ﹤0.01%
+104
579
$4K ﹤0.01%
+66
580
$4K ﹤0.01%
+496
581
$4K ﹤0.01%
+151
582
$4K ﹤0.01%
+284
583
$4K ﹤0.01%
+38
584
$4K ﹤0.01%
+418
585
$3K ﹤0.01%
+97
586
$3K ﹤0.01%
+105
587
$3K ﹤0.01%
+100
588
$3K ﹤0.01%
+86
589
$3K ﹤0.01%
+334
590
$3K ﹤0.01%
+95
591
$3K ﹤0.01%
+59
592
$3K ﹤0.01%
+77
593
$3K ﹤0.01%
+109
594
$3K ﹤0.01%
+90
595
$2K ﹤0.01%
+32
596
$2K ﹤0.01%
+18
597
$2K ﹤0.01%
+70
598
$2K ﹤0.01%
+30
599
$2K ﹤0.01%
+33
600
$2K ﹤0.01%
+100
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