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
176
$31.6K 0.01%
630
-120
177
$31.2K 0.01%
3,170
178
$31.1K 0.01%
6,983
-655
179
$31.1K 0.01%
304
-59
180
$30.9K 0.01%
2,012
-1,071
181
$30.6K 0.01%
986
182
$29.3K 0.01%
+2,062
183
$29.2K 0.01%
5,800
184
$28.9K 0.01%
287
+1
185
$28.7K 0.01%
1,051
-477
186
$28.3K 0.01%
4,923
-1,476
187
$28.1K 0.01%
+929
188
$27.1K 0.01%
+8,455
189
$26.9K 0.01%
+2,752
190
$26.1K 0.01%
+694
191
$25.6K 0.01%
200
192
$24.7K 0.01%
3,053
193
$24.1K 0.01%
1,239
194
$23.5K 0.01%
+1,608
195
$23.4K 0.01%
+327
196
$19.3K 0.01%
+400
197
$18.8K 0.01%
+400
198
$18.1K 0.01%
546
-30
199
$14.8K 0.01%
592
200
$14.7K 0.01%
1,000
6 7
8
9 10