PSI

Pinnacle Summer Investments Portfolio holdings

AUM $678M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.54%
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
+$33M
2
+$30.2M
3
+$13.4M
4
AAPL icon
Apple
AAPL
+$9.33M
5
XOM icon
Exxon Mobil
XOM
+$8.8M

Top Sells

1
+$8.3M
2
+$1.03M
3
+$889K
4
SPG icon
Simon Property Group
SPG
+$875K
5
AMT icon
American Tower
AMT
+$855K

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
501
$29K 0.01%
500
-2,660
502
$29K 0.01%
271
-372
503
$28K 0.01%
+2,700
504
$28K 0.01%
654
+5
505
$28K 0.01%
500
506
$28K 0.01%
400
-800
507
$28K 0.01%
600
508
$27K ﹤0.01%
740
509
$27K ﹤0.01%
714
+81
510
$27K ﹤0.01%
1,000
511
$27K ﹤0.01%
568
-1,224
512
$27K ﹤0.01%
800
+500
513
$27K ﹤0.01%
+1,000
514
$27K ﹤0.01%
2,630
+430
515
$26K ﹤0.01%
+829
516
$26K ﹤0.01%
1,280
517
$26K ﹤0.01%
1,200
518
$26K ﹤0.01%
600
519
$26K ﹤0.01%
+1,285
520
$26K ﹤0.01%
1,092
-188
521
$26K ﹤0.01%
333
522
$25K ﹤0.01%
+510
523
$25K ﹤0.01%
700
-6,088
524
$25K ﹤0.01%
333
525
$25K ﹤0.01%
+1,016
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