PH
Pinnacle Holdings Portfolio holdings
AUM
$287M
1-Year Est. Return
12.9%
1 Year Est. Return
+12.9%
AUM
$287M
AUM Growth
+$9.63M
(+3.5%)
Holding
261
Top Buys
| 1 | +$3.07M | |
| 2 | +$1.21M | |
| 3 | +$511K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$314K |
| 5 |
FLG
Flagstar Bank National Association
FLG
|
+$231K |
Top Sells
| 1 | +$3.1M | |
| 2 | +$1.14M | |
| 3 | +$559K | |
| 4 |
Bunge Global
BG
|
+$439K |
| 5 |
American Airlines Group
AAL
|
+$168K |
Sector Composition
| 1 | Financials | 26.48% |
| 2 | Energy | 21.09% |
| 3 | Industrials | 10.27% |
| 4 | Technology | 8.57% |
| 5 | Consumer Discretionary | 5.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
| – | – |
-2,542
|
|
||
227
SPDR S&P 500 ETF Trust
SPY
$697B
| – | – |
-904
|
|
||
228
Upwork
UPWK
$2.6B
| – | – |
-2,874
|
|
||
|
UCB
229
United Community Banks
UCB
$3.76B
| – | – |
-220
|
|
||
|
EXEEL
230
Expand Energy Corp Class C Warrants
EXEEL
| – | – |
-287
|
|