PB
Pinnacle Bancorp Portfolio holdings
AUM
$339M
1-Year Est. Return
14.48%
This Fund
S&P 500
1 Year Est. Return
+14.48%
AUM
$272M
AUM Growth
+$12.5M
(+4.8%)
Holding
815
Top Buys
| 1 | +$5.7M | |
| 2 | +$554K | |
| 3 | +$465K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$444K |
| 5 |
Vanguard Total Bond Market
BND
|
+$388K |
Top Sells
| 1 | +$5.09M | |
| 2 | +$426K | |
| 3 | +$352K | |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$236K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$226K |
Sector Composition
| 1 | Financials | 33.12% |
| 2 | Technology | 8.02% |
| 3 | Healthcare | 5.46% |
| 4 | Consumer Staples | 4.38% |
| 5 | Industrials | 3.25% |