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
501
$20K ﹤0.01%
+323
502
$20K ﹤0.01%
+405
503
$20K ﹤0.01%
+302
504
$20K ﹤0.01%
+1,585
505
$20K ﹤0.01%
+903
506
$19K ﹤0.01%
+1,078
507
$19K ﹤0.01%
+413
508
$19K ﹤0.01%
+220
509
$19K ﹤0.01%
+1,008
510
$19K ﹤0.01%
+1,810
511
$19K ﹤0.01%
+686
512
$18K ﹤0.01%
+400
513
$18K ﹤0.01%
+300
514
$18K ﹤0.01%
+485
515
$18K ﹤0.01%
+1,449
516
$18K ﹤0.01%
+1,000
517
$17K ﹤0.01%
+600
518
$17K ﹤0.01%
+454
519
$17K ﹤0.01%
+1,033
520
$17K ﹤0.01%
+2,300
521
$17K ﹤0.01%
+100
522
$17K ﹤0.01%
+937
523
$17K ﹤0.01%
+1,200
524
$17K ﹤0.01%
+202
525
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