PB
Pinnacle Bancorp Portfolio holdings
AUM
$324M
1-Year Return
16.36%
This Quarter Return
+0.39%
1 Year Return
+16.36%
3 Year Return
+63.04%
5 Year Return
+112.46%
10 Year Return
–
AUM
$307M
AUM Growth
-$66.6M
(-18%)
Cap. Flow
-$64.8M
Cap. Flow
% of AUM
-21.08%
Top 10 Holdings %
Top 10 Hldgs %
31.75%
Holding
910
New
39
Increased
190
Reduced
198
Closed
29
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$68.1M |
| 2 |
Amazon
AMZN
|
$452K |
| 3 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$398K |
| 4 |
Bank of America
BAC
|
$368K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$335K |
Sector Composition
| 1 | Financials | 17.31% |
| 2 | Technology | 10% |
| 3 | Healthcare | 5.37% |
| 4 | Consumer Staples | 4.47% |
| 5 | Communication Services | 4.3% |
