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 4.49%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$50K 0.01%
672
427
$50K 0.01%
+2,000
428
$49K 0.01%
4,977
-21,188
429
$49K 0.01%
785
-4,698
430
$49K 0.01%
1,200
431
$48K 0.01%
1,338
432
$48K 0.01%
1,064
433
$48K 0.01%
1,772
-8,178
434
$48K 0.01%
810
-1,100
435
$46K 0.01%
957
-830
436
$46K 0.01%
+3,640
437
$46K 0.01%
+1,000
438
$46K 0.01%
1,470
+405
439
$46K 0.01%
2,494
440
$45K 0.01%
379
-513
441
$45K 0.01%
746
442
$45K 0.01%
286
443
$45K 0.01%
+2,500
444
$44K 0.01%
1,400
445
$44K 0.01%
730
446
$44K 0.01%
1,250
+30
447
$44K 0.01%
825
448
$43K 0.01%
1,809
-6,631
449
$43K 0.01%
2,402
-8,363
450
$42K 0.01%
600
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