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
$564M
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,029
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$30.3M
3
+$13.7M
4
AAPL icon
Apple
AAPL
+$9.58M
5
XOM icon
Exxon Mobil
XOM
+$8.4M

Top Sells

1
+$8.73M
2
+$1.11M
3
+$938K
4
AMT icon
American Tower
AMT
+$877K
5
TEF icon
Telefonica
TEF
+$856K

Sector Composition

1 Energy 27.62%
2 Financials 12.13%
3 Technology 5.5%
4 Communication Services 4.49%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$20K ﹤0.01%
1,008
552
$19K ﹤0.01%
225
+185
553
$19K ﹤0.01%
+1,624
554
$19K ﹤0.01%
2,300
555
$19K ﹤0.01%
220
556
$19K ﹤0.01%
1,110
+173
557
$19K ﹤0.01%
1,810
558
$19K ﹤0.01%
1,973
+507
559
$19K ﹤0.01%
563
560
$18K ﹤0.01%
400
561
$18K ﹤0.01%
500
562
$18K ﹤0.01%
+1,235
563
$18K ﹤0.01%
492
564
$18K ﹤0.01%
+440
565
$18K ﹤0.01%
334
566
$18K ﹤0.01%
150
-400
567
$18K ﹤0.01%
1,435
568
$18K ﹤0.01%
90
-465
569
$17K ﹤0.01%
1,033
570
$17K ﹤0.01%
240
571
$17K ﹤0.01%
1,200
572
$17K ﹤0.01%
+109
573
$17K ﹤0.01%
389
574
$17K ﹤0.01%
350
575
$17K ﹤0.01%
375
21 22
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