PB
Pinnacle Bancorp Portfolio holdings
AUM
$339M
1-Year Est. Return
14.81%
1 Year Est. Return
+14.81%
AUM
$324M
AUM Growth
+$17.3M
(+5.6%)
Holding
951
Top Buys
| 1 | +$912K | |
| 2 | +$489K | |
| 3 | +$486K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$371K |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$275K |
Top Sells
| 1 | +$558K | |
| 2 | +$229K | |
| 3 | +$197K | |
| 4 |
McDonald's
MCD
|
+$195K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$187K |
Sector Composition
| 1 | Financials | 17.62% |
| 2 | Technology | 9.96% |
| 3 | Healthcare | 4.86% |
| 4 | Consumer Staples | 4.31% |
| 5 | Communication Services | 4.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Alexandria Real Estate Equities
ARE
$13.2B
| – | – |
-104
|
|