PSI

Pinnacle Summer Investments Portfolio holdings

AUM $678M
1-Year Est. Return 9.53%
This Quarter Est. Return
1 Year Est. Return
-9.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$564M
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$30.3M
3
+$13.7M
4
AAPL icon
Apple
AAPL
+$9.58M
5
XOM icon
Exxon Mobil
XOM
+$8.4M

Top Sells

1
+$8.73M
2
+$1.11M
3
+$938K
4
AMT icon
American Tower
AMT
+$877K
5
TEF icon
Telefonica
TEF
+$856K

Sector Composition

1 Energy 27.62%
2 Financials 12.13%
3 Technology 5.5%
4 Communication Services 4.5%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$88K 0.02%
2,000
+1,200
352
$87K 0.02%
+2,584
353
$86K 0.02%
668
-431
354
$86K 0.02%
2,658
+48
355
$85K 0.02%
+3,765
356
$85K 0.02%
3,353
-215
357
$83K 0.01%
2,840
358
$83K 0.01%
2,710
359
$82K 0.01%
2,150
360
$81K 0.01%
700
-75
361
$80K 0.01%
820
-77
362
$80K 0.01%
2,130
-7,665
363
$80K 0.01%
+6,750
364
$79K 0.01%
994
365
$79K 0.01%
2,879
+26
366
$79K 0.01%
5,363
367
$78K 0.01%
3,258
368
$78K 0.01%
3,336
+288
369
$78K 0.01%
4,008
+181
370
$77K 0.01%
+1,844
371
$77K 0.01%
1,530
372
$77K 0.01%
7,891
-33,889
373
$76K 0.01%
1,628
+1,143
374
$76K 0.01%
3,393
-14,607
375
$74K 0.01%
4,628
+76
13 14
15
16 17