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
701
$12.2K ﹤0.01%
172
702
$12.2K ﹤0.01%
375
703
$12.1K ﹤0.01%
158
704
$12K ﹤0.01%
1,331
705
$11.9K ﹤0.01%
328
+53
706
$11.7K ﹤0.01%
15
707
$11.6K ﹤0.01%
77
708
$11.5K ﹤0.01%
772
709
$11.5K ﹤0.01%
281
-156
710
$11.5K ﹤0.01%
146
711
$11.4K ﹤0.01%
305
712
$11.3K ﹤0.01%
126
713
$11.3K ﹤0.01%
664
714
$11.3K ﹤0.01%
182
715
$11.2K ﹤0.01%
+63
716
$11K ﹤0.01%
418
717
$11K ﹤0.01%
33
718
$10.9K ﹤0.01%
212
719
$10.8K ﹤0.01%
61
720
$10.7K ﹤0.01%
135
721
$10.7K ﹤0.01%
445
-254
722
$10.6K ﹤0.01%
2,345
723
$10.6K ﹤0.01%
+275
724
$10.6K ﹤0.01%
186
725
$10.5K ﹤0.01%
788