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
526
$17K ﹤0.01%
+5,000
527
$17K ﹤0.01%
+1,456
528
$17K ﹤0.01%
+563
529
$17K ﹤0.01%
+1,200
530
$16K ﹤0.01%
+440
531
$16K ﹤0.01%
+250
532
$16K ﹤0.01%
+410
533
$16K ﹤0.01%
+609
534
$16K ﹤0.01%
+389
535
$16K ﹤0.01%
+1,234
536
$16K ﹤0.01%
+1,466
537
$16K ﹤0.01%
+218
538
$16K ﹤0.01%
+384
539
$16K ﹤0.01%
+340
540
$15K ﹤0.01%
+132
541
$15K ﹤0.01%
+240
542
$15K ﹤0.01%
+1,200
543
$15K ﹤0.01%
+247
544
$15K ﹤0.01%
+1,470
545
$15K ﹤0.01%
+350
546
$15K ﹤0.01%
+1,250
547
$15K ﹤0.01%
+300
548
$15K ﹤0.01%
+450
549
$15K ﹤0.01%
+144
550
$15K ﹤0.01%
+443
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