PB

Pinnacle Bancorp Portfolio holdings

AUM $324M
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$213K
3 +$198K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$180K
5
SLV icon
iShares Silver Trust
SLV
+$173K

Top Sells

1 +$299K
2 +$285K
3 +$224K
4
MA icon
Mastercard
MA
+$217K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$211K

Sector Composition

1 Financials 16.64%
2 Technology 11.15%
3 Healthcare 7.74%
4 Consumer Staples 5.3%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$6K ﹤0.01%
85
577
$6K ﹤0.01%
+176
578
$6K ﹤0.01%
+37
579
$6K ﹤0.01%
+84
580
$6K ﹤0.01%
+43
581
$6K ﹤0.01%
528
582
$6K ﹤0.01%
74
583
$6K ﹤0.01%
100
584
$6K ﹤0.01%
36
-1,794
585
$6K ﹤0.01%
266
586
$6K ﹤0.01%
216
-126
587
$6K ﹤0.01%
+33
588
$5K ﹤0.01%
195
589
$5K ﹤0.01%
914
590
$5K ﹤0.01%
+49
591
$5K ﹤0.01%
100
592
$5K ﹤0.01%
+23
593
$5K ﹤0.01%
+92
594
$5K ﹤0.01%
580
595
$5K ﹤0.01%
131
596
$5K ﹤0.01%
+169
597
$5K ﹤0.01%
+148
598
$5K ﹤0.01%
438
599
$5K ﹤0.01%
+62
600
$5K ﹤0.01%
+437