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
676
$14K ﹤0.01%
206
+7
677
$13.9K ﹤0.01%
436
678
$13.9K ﹤0.01%
528
679
$13.8K ﹤0.01%
100
680
$13.7K ﹤0.01%
485
+78
681
$13.6K ﹤0.01%
250
682
$13.5K ﹤0.01%
301
683
$13.5K ﹤0.01%
170
684
$13.4K ﹤0.01%
139
685
$13.2K ﹤0.01%
262
686
$13.1K ﹤0.01%
65
687
$13.1K ﹤0.01%
623
688
$13K ﹤0.01%
210
689
$13K ﹤0.01%
325
690
$13K ﹤0.01%
459
691
$13K ﹤0.01%
438
692
$12.9K ﹤0.01%
214
693
$12.8K ﹤0.01%
222
+1
694
$12.6K ﹤0.01%
297
+46
695
$12.5K ﹤0.01%
100
696
$12.5K ﹤0.01%
66
697
$12.4K ﹤0.01%
456
-88
698
$12.4K ﹤0.01%
103
699
$12.3K ﹤0.01%
420
700
$12.3K ﹤0.01%
134
-1