PB
Pinnacle Bancorp Portfolio holdings
AUM
$324M
1-Year Return
16.36%
This Quarter Return
+8.75%
1 Year Return
+16.36%
3 Year Return
+63.04%
5 Year Return
+112.46%
10 Year Return
–
AUM
$283M
AUM Growth
+$32.8M
(+13%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
42.73%
Holding
742
New
25
Increased
115
Reduced
114
Closed
29
Top Buys
| 1 |
Visa
V
|
$1.84M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$1.8M |
| 3 |
Wells Fargo
WFC
|
$1.77M |
| 4 |
Bank of America
BAC
|
$1.69M |
| 5 |
JPMorgan Chase
JPM
|
$1.67M |
Top Sells
| 1 |
Deere & Co
DE
|
$526K |
| 2 |
Pfizer
PFE
|
$403K |
| 3 |
SPDR Gold Trust
GLD
|
$308K |
| 4 |
iShares Silver Trust
SLV
|
$268K |
| 5 |
3M
MMM
|
$238K |
Sector Composition
| 1 | Financials | 33.54% |
| 2 | Technology | 9% |
| 3 | Healthcare | 5.35% |
| 4 | Consumer Staples | 4.31% |
| 5 | Consumer Discretionary | 3.77% |
