PB

Pinnacle Bancorp Portfolio holdings

AUM $341M
1-Year Est. Return 17.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.69%
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 +$1.83M
2 +$1.82M
3 +$1.73M
4
BAC icon
Bank of America
BAC
+$1.73M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.73M

Top Sells

1 +$532K
2 +$338K
3 +$302K
4
SLV icon
iShares Silver Trust
SLV
+$259K
5
MMM icon
3M
MMM
+$239K

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%
1,409
627
$8K ﹤0.01%
84
628
$8K ﹤0.01%
800
629
$8K ﹤0.01%
121
630
$8K ﹤0.01%
218
631
$8K ﹤0.01%
+464
632
$8K ﹤0.01%
101
633
$8K ﹤0.01%
747
+57
634
$8K ﹤0.01%
+205
635
$8K ﹤0.01%
266
636
$7K ﹤0.01%
103
637
$7K ﹤0.01%
200
638
$7K ﹤0.01%
43
639
$7K ﹤0.01%
314
-12,000
640
$7K ﹤0.01%
88
641
$7K ﹤0.01%
294
642
$7K ﹤0.01%
+44
643
$7K ﹤0.01%
286
644
$7K ﹤0.01%
1,388
645
$7K ﹤0.01%
31
646
$7K ﹤0.01%
770
647
$7K ﹤0.01%
129
648
$7K ﹤0.01%
177
649
$7K ﹤0.01%
41
650
$6K ﹤0.01%
69