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
$405M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1 +$64.2M
2 +$9.86M
3 +$8.04M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$7.87M
5
CVX icon
Chevron
CVX
+$6.59M

Top Sells

No sells this quarter

Sector Composition

1 Energy 25.87%
2 Financials 6.77%
3 Real Estate 5.63%
4 Consumer Discretionary 5.36%
5 Technology 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$23K 0.01%
+1,236
477
$23K 0.01%
+1,200
478
$23K 0.01%
+763
479
$22K 0.01%
+880
480
$22K 0.01%
+620
481
$22K 0.01%
+5,000
482
$22K 0.01%
+740
483
$22K 0.01%
+256
484
$22K 0.01%
+487
485
$22K 0.01%
+1,650
486
$22K 0.01%
+1,020
487
$22K 0.01%
+1,750
488
$22K 0.01%
+260
489
$21K 0.01%
+1,010
490
$21K 0.01%
+497
491
$21K 0.01%
+1,600
492
$21K 0.01%
+1,596
493
$21K 0.01%
+525
494
$21K 0.01%
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495
$21K 0.01%
+350
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$20K ﹤0.01%
+775
497
$20K ﹤0.01%
+1,847
498
$20K ﹤0.01%
+300
499
$20K ﹤0.01%
+492
500
$20K ﹤0.01%
+7,600