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
576
$12K ﹤0.01%
+540
577
$12K ﹤0.01%
+220
578
$12K ﹤0.01%
+205
579
$12K ﹤0.01%
+216
580
$12K ﹤0.01%
+200
581
$12K ﹤0.01%
+400
582
$12K ﹤0.01%
+1,500
583
$12K ﹤0.01%
+260
584
$12K ﹤0.01%
+806
585
$12K ﹤0.01%
+481
586
$12K ﹤0.01%
+1,000
587
$12K ﹤0.01%
+640
588
$12K ﹤0.01%
+415
589
$12K ﹤0.01%
+375
590
$12K ﹤0.01%
+183
591
$12K ﹤0.01%
+1,300
592
$12K ﹤0.01%
+800
593
$11K ﹤0.01%
+42
594
$11K ﹤0.01%
+1,500
595
$11K ﹤0.01%
+165
596
$11K ﹤0.01%
+988
597
$11K ﹤0.01%
+1,448
598
$11K ﹤0.01%
+462
599
$11K ﹤0.01%
+280
600
$11K ﹤0.01%
+360