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
876
$2.19K ﹤0.01%
4
877
$2.15K ﹤0.01%
140
878
$2.15K ﹤0.01%
90
879
$2.03K ﹤0.01%
14
880
$2.02K ﹤0.01%
60
881
$2.02K ﹤0.01%
70
882
$1.87K ﹤0.01%
38
883
$1.81K ﹤0.01%
+67
884
$1.79K ﹤0.01%
681
885
$1.76K ﹤0.01%
199
886
$1.71K ﹤0.01%
37
887
$1.69K ﹤0.01%
44
888
$1.68K ﹤0.01%
104
889
$1.63K ﹤0.01%
108
890
$1.59K ﹤0.01%
53
-40
891
$1.42K ﹤0.01%
50
892
$1.4K ﹤0.01%
32
893
$1.36K ﹤0.01%
474
894
$1.16K ﹤0.01%
9
895
$1.13K ﹤0.01%
9
-54
896
$1.06K ﹤0.01%
28
897
$995 ﹤0.01%
39
898
$855 ﹤0.01%
6
899
$724 ﹤0.01%
89
900
$706 ﹤0.01%
5
34 35
36
37 38