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
551
$15K ﹤0.01%
+200
552
$15K ﹤0.01%
+1,435
553
$14K ﹤0.01%
+296
554
$14K ﹤0.01%
+500
555
$14K ﹤0.01%
+435
556
$14K ﹤0.01%
+392
557
$14K ﹤0.01%
+550
558
$14K ﹤0.01%
+334
559
$14K ﹤0.01%
+500
560
$14K ﹤0.01%
+131
561
$14K ﹤0.01%
+375
562
$14K ﹤0.01%
+334
563
$14K ﹤0.01%
+950
564
$14K ﹤0.01%
+179
565
$14K ﹤0.01%
+1,534
566
$14K ﹤0.01%
+176
567
$13K ﹤0.01%
+300
568
$13K ﹤0.01%
+500
569
$13K ﹤0.01%
+330
570
$13K ﹤0.01%
+24
571
$13K ﹤0.01%
+226
572
$13K ﹤0.01%
+250
573
$13K ﹤0.01%
+399
574
$13K ﹤0.01%
+435
575
$13K ﹤0.01%
+300