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
$250M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1 +$9.52M
2 +$2.1M
3 +$2.06M
4
WFC icon
Wells Fargo
WFC
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.83M

Top Sells

1 +$533K
2 +$191K
3 +$183K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$153K
5
GE icon
GE Aerospace
GE
+$146K

Sector Composition

1 Financials 31.59%
2 Technology 8.8%
3 Healthcare 5.33%
4 Consumer Staples 4.32%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$8K ﹤0.01%
76
627
$8K ﹤0.01%
249
628
$8K ﹤0.01%
580
629
$8K ﹤0.01%
220
630
$8K ﹤0.01%
227
631
$8K ﹤0.01%
304
632
$8K ﹤0.01%
1,409
633
$8K ﹤0.01%
800
634
$8K ﹤0.01%
175
635
$8K ﹤0.01%
77
636
$7K ﹤0.01%
159
-142
637
$7K ﹤0.01%
139
+58
638
$7K ﹤0.01%
84
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121
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103
-28
641
$7K ﹤0.01%
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642
$7K ﹤0.01%
74
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$7K ﹤0.01%
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$7K ﹤0.01%
+445
645
$7K ﹤0.01%
41
646
$7K ﹤0.01%
43
647
$7K ﹤0.01%
101
648
$7K ﹤0.01%
690
649
$7K ﹤0.01%
286
650
$6K ﹤0.01%
884