PB
Pinnacle Bancorp Portfolio holdings
AUM
$324M
1-Year Return
16.36%
This Quarter Return
+3.79%
1 Year Return
+16.36%
3 Year Return
+63.04%
5 Year Return
+112.46%
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.19%
Holding
624
New
624
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$43.2M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.42M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$2.98M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.33M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.33M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 37.18% |
| 2 | Technology | 6.97% |
| 3 | Healthcare | 6.65% |
| 4 | Consumer Staples | 4.83% |
| 5 | Industrials | 4.83% |
