PH

Pinnacle Holdings Portfolio holdings

AUM $309M
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.11M
3
+$1.02M
4
CEQP
Crestwood Equity Partners LP
CEQP
+$725K
5
CUBI icon
Customers Bancorp
CUBI
+$636K

Top Sells

1
+$7.3M
2
+$747K
3
+$734K
4
RS icon
Reliance Steel & Aluminium
RS
+$713K
5
PNC icon
PNC Financial Services
PNC
+$701K

Sector Composition

1 Financials 25.82%
2 Energy 20.78%
3 Healthcare 7.34%
4 Industrials 7.23%
5 Technology 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
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