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
626
$13K ﹤0.01%
1,500
627
$13K ﹤0.01%
180
628
$13K ﹤0.01%
205
629
$13K ﹤0.01%
+319
630
$13K ﹤0.01%
779
+267
631
$13K ﹤0.01%
360
632
$13K ﹤0.01%
600
633
$13K ﹤0.01%
+169
634
$13K ﹤0.01%
+187
635
$13K ﹤0.01%
165
-110,795
636
$13K ﹤0.01%
300
637
$13K ﹤0.01%
+2,000
638
$13K ﹤0.01%
183
639
$13K ﹤0.01%
300
640
$13K ﹤0.01%
150
-110
641
$12K ﹤0.01%
351
-84
642
$12K ﹤0.01%
988
643
$12K ﹤0.01%
1,457
+9
644
$12K ﹤0.01%
247
-93
645
$12K ﹤0.01%
+894
646
$12K ﹤0.01%
+205
647
$12K ﹤0.01%
587
-433
648
$12K ﹤0.01%
481
649
$12K ﹤0.01%
326
+2
650
$12K ﹤0.01%
1,000
24 25
26
27 28