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
601
$2K ﹤0.01%
+25
602
$2K ﹤0.01%
+24
603
$2K ﹤0.01%
+67
604
$2K ﹤0.01%
+203
605
$2K ﹤0.01%
+38
606
$2K ﹤0.01%
+97
607
$2K ﹤0.01%
+97
608
$2K ﹤0.01%
+55
609
$1K ﹤0.01%
+61
610
$1K ﹤0.01%
+10
611
$1K ﹤0.01%
+6
612
$1K ﹤0.01%
+64
613
$1K ﹤0.01%
+13
614
$1K ﹤0.01%
+4
615
$1K ﹤0.01%
+38
616
$1K ﹤0.01%
+26
617
$1K ﹤0.01%
+34
618
$1K ﹤0.01%
+33
619
$1K ﹤0.01%
+28
620
$1K ﹤0.01%
+5
621
$1K ﹤0.01%
+11
622
$1K ﹤0.01%
+26
623
$1K ﹤0.01%
+33
21 22 23 24
25