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
376
$74K 0.01%
1,144
377
$73K 0.01%
1,383
-4,504
378
$72K 0.01%
1,288
379
$72K 0.01%
+9,606
380
$72K 0.01%
2,865
381
$71K 0.01%
8,100
382
$70K 0.01%
3,020
383
$70K 0.01%
2,202
+26
384
$69K 0.01%
1,480
385
$69K 0.01%
+4,500
386
$68K 0.01%
4,771
+3,175
387
$68K 0.01%
1,566
388
$68K 0.01%
1,740
+90
389
$67K 0.01%
491
+16
390
$67K 0.01%
355
-36
391
$66K 0.01%
5,220
+108
392
$66K 0.01%
556
+29
393
$66K 0.01%
2,712
394
$65K 0.01%
947
+122
395
$64K 0.01%
1,628
396
$64K 0.01%
728
+126
397
$63K 0.01%
1,494
398
$62K 0.01%
1,880
+42
399
$62K 0.01%
525
400
$62K 0.01%
+450
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16
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