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
726
$10.5K ﹤0.01%
180
727
$10.2K ﹤0.01%
393
728
$10.2K ﹤0.01%
798
729
$10.1K ﹤0.01%
400
730
$10.1K ﹤0.01%
+18
731
$10.1K ﹤0.01%
700
732
$10K ﹤0.01%
210
733
$10K ﹤0.01%
200
734
$9.98K ﹤0.01%
324
735
$9.87K ﹤0.01%
119
736
$9.87K ﹤0.01%
1,000
737
$9.81K ﹤0.01%
44
+6
738
$9.75K ﹤0.01%
68
739
$9.51K ﹤0.01%
402
740
$9.43K ﹤0.01%
158
+42
741
$9.41K ﹤0.01%
43
742
$9.33K ﹤0.01%
+222
743
$9.33K ﹤0.01%
69
744
$9.14K ﹤0.01%
36
745
$9.12K ﹤0.01%
124
746
$8.92K ﹤0.01%
413
747
$8.88K ﹤0.01%
1,000
-500
748
$8.77K ﹤0.01%
251
749
$8.75K ﹤0.01%
50
750
$8.61K ﹤0.01%
20