PSI
Pinnacle Summer Investments Portfolio holdings
AUM
$678M
1-Year Est. Return
9.53%
1 Year Est. Return
-9.53%
AUM
$723M
AUM Growth
-$89.5M
(-11%)
Holding
1,076
Top Buys
| 1 | +$2.64M | |
| 2 | +$2.63M | |
| 3 | +$1.41M | |
| 4 |
MR
Montage Resources Corporation Common Stock
MR
|
+$1.38M |
| 5 |
United Parks & Resorts
PRKS
|
+$1.33M |
Top Sells
| 1 | +$63M | |
| 2 | +$54.6M | |
| 3 | +$25.3M | |
| 4 |
SLR Investment Corp
SLRC
|
+$22.2M |
| 5 |
iShares Mortgage Real Estate ETF
REM
|
+$19M |
Sector Composition
| 1 | Energy | 25.31% |
| 2 | Financials | 11.25% |
| 3 | Real Estate | 5.64% |
| 4 | Healthcare | 4.41% |
| 5 | Technology | 3.99% |