PH

Pinnacle Holdings Portfolio holdings

AUM $287M
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1 +$3.25M
2 +$2.41M
3 +$1.09M
4
PUBM icon
PubMatic
PUBM
+$1.04M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$970K

Top Sells

1 +$2.19M
2 +$2.17M
3 +$1.24M
4
AAPL icon
Apple
AAPL
+$626K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$480K

Sector Composition

1 Energy 24.77%
2 Financials 23.7%
3 Technology 7.85%
4 Industrials 7.75%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-239