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
$405M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$9.75M
3
+$8.14M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$7.56M
5
CVX icon
Chevron
CVX
+$6.73M

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%
+1,300
577
$12K ﹤0.01%
+540
578
$12K ﹤0.01%
+220
579
$12K ﹤0.01%
+205
580
$12K ﹤0.01%
+216
581
$12K ﹤0.01%
+200
582
$12K ﹤0.01%
+400
583
$12K ﹤0.01%
+1,500
584
$12K ﹤0.01%
+260
585
$12K ﹤0.01%
+806
586
$12K ﹤0.01%
+481
587
$12K ﹤0.01%
+1,000
588
$12K ﹤0.01%
+640
589
$12K ﹤0.01%
+415
590
$12K ﹤0.01%
+375
591
$12K ﹤0.01%
+183
592
$12K ﹤0.01%
+800
593
$11K ﹤0.01%
+42
594
$11K ﹤0.01%
+462
595
$11K ﹤0.01%
+360
596
$11K ﹤0.01%
+600
597
$11K ﹤0.01%
+324
598
$11K ﹤0.01%
+318
599
$11K ﹤0.01%
+5,105
600
$11K ﹤0.01%
+366
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