PB

Pinnacle Bancorp Portfolio holdings

AUM $341M
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$210K
2 +$145K
3 +$139K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$93.6K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$82.9K

Top Sells

1 +$179K
2 +$166K
3 +$113K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$112K
5
SWK icon
Stanley Black & Decker
SWK
+$93K

Sector Composition

1 Financials 36.39%
2 Technology 7.23%
3 Healthcare 5.94%
4 Consumer Staples 4.55%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$8K ﹤0.01%
2,618
577
$8K ﹤0.01%
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578
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300
579
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45
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581
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583
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587
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645
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99
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668
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598
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233
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600
$7K ﹤0.01%
153