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
626
$9K ﹤0.01%
+100
627
$9K ﹤0.01%
+75
628
$9K ﹤0.01%
+340
629
$9K ﹤0.01%
+150
630
$9K ﹤0.01%
+200
631
$9K ﹤0.01%
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632
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+269
633
$9K ﹤0.01%
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634
$9K ﹤0.01%
+250
635
$9K ﹤0.01%
+1,180
636
$9K ﹤0.01%
+400
637
$8K ﹤0.01%
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638
$8K ﹤0.01%
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639
$8K ﹤0.01%
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640
$8K ﹤0.01%
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641
$8K ﹤0.01%
+512
642
$8K ﹤0.01%
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643
$8K ﹤0.01%
+710
644
$8K ﹤0.01%
+321
645
$8K ﹤0.01%
+300
646
$8K ﹤0.01%
+200
647
$8K ﹤0.01%
+490
648
$8K ﹤0.01%
+382
649
$8K ﹤0.01%
+67
650
$8K ﹤0.01%
+113