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
$344M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$4.33M
3 +$2.27M
4
ANDX
Andeavor Logistics LP
ANDX
+$2.18M
5
KMI icon
Kinder Morgan
KMI
+$1.72M

Top Sells

1 +$7.28M
2 +$4.82M
3 +$1.57M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.55M
5
WMB icon
Williams Companies
WMB
+$1.26M

Sector Composition

1 Energy 56.24%
2 Industrials 9.29%
3 Financials 6.77%
4 Consumer Discretionary 2.12%
5 Technology 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,600