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
$283M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.8M
3 +$1.77M
4
BAC icon
Bank of America
BAC
+$1.69M
5
JPM icon
JPMorgan Chase
JPM
+$1.67M

Top Sells

1 +$526K
2 +$403K
3 +$308K
4
SLV icon
iShares Silver Trust
SLV
+$268K
5
MMM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$8K ﹤0.01%
218
627
$8K ﹤0.01%
101
628
$8K ﹤0.01%
747
+57
629
$8K ﹤0.01%
220
630
$8K ﹤0.01%
+56
631
$8K ﹤0.01%
304
632
$8K ﹤0.01%
84
633
$8K ﹤0.01%
121
634
$8K ﹤0.01%
+205
635
$8K ﹤0.01%
+464
636
$7K ﹤0.01%
314
-12,000
637
$7K ﹤0.01%
88
638
$7K ﹤0.01%
294
639
$7K ﹤0.01%
+44
640
$7K ﹤0.01%
1,388
641
$7K ﹤0.01%
31
642
$7K ﹤0.01%
770
643
$7K ﹤0.01%
286
644
$7K ﹤0.01%
129
645
$7K ﹤0.01%
177
646
$7K ﹤0.01%
41
647
$7K ﹤0.01%
103
648
$7K ﹤0.01%
200
649
$7K ﹤0.01%
43
650
$6K ﹤0.01%
74