PB

Pinnacle Bancorp Portfolio holdings

AUM $339M
1-Year Est. Return 14.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$339M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1 +$435K
2 +$366K
3 +$299K
4
NVDA icon
NVIDIA
NVDA
+$297K
5
JPM icon
JPMorgan Chase
JPM
+$255K

Top Sells

1 +$2.91M
2 +$390K
3 +$351K
4
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$348K
5
MSFT icon
Microsoft
MSFT
+$338K

Sector Composition

1 Financials 16.71%
2 Technology 10.44%
3 Healthcare 4.99%
4 Communication Services 4.71%
5 Consumer Staples 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$16.4K ﹤0.01%
684
-486
652
$16.3K ﹤0.01%
372
-239
653
$16.2K ﹤0.01%
936
654
$16K ﹤0.01%
1,000
655
$16K ﹤0.01%
737
656
$15.9K ﹤0.01%
73
657
$15.9K ﹤0.01%
380
658
$15.7K ﹤0.01%
7,028
659
$15.7K ﹤0.01%
170
660
$15.6K ﹤0.01%
495
661
$15.5K ﹤0.01%
425
662
$15.3K ﹤0.01%
8
-1
663
$15K ﹤0.01%
80
664
$15K ﹤0.01%
161
665
$15K ﹤0.01%
119
666
$15K ﹤0.01%
327
667
$14.9K ﹤0.01%
262
668
$14.7K ﹤0.01%
219
669
$14.6K ﹤0.01%
1,000
670
$14.5K ﹤0.01%
739
671
$14.4K ﹤0.01%
109
672
$14.4K ﹤0.01%
809
673
$14.3K ﹤0.01%
320
674
$14.3K ﹤0.01%
624
675
$14.1K ﹤0.01%
1,411