PH

Pinnacle Holdings Portfolio holdings

AUM $277M
1-Year Est. Return 16.56%
This Quarter Est. Return
1 Year Est. Return
+16.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1 +$3.82M
2 +$2.67M
3 +$1.38M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.24M
5
CC icon
Chemours
CC
+$1.09M

Top Sells

1 +$5.95M
2 +$1.09M
3 +$723K
4
TRGP icon
Targa Resources
TRGP
+$546K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$403K

Sector Composition

1 Financials 23.68%
2 Energy 23.19%
3 Technology 8.93%
4 Industrials 8.15%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-3,000
227
-250
228
-369,194