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
651
$8K ﹤0.01%
+200
652
$8K ﹤0.01%
+115
653
$8K ﹤0.01%
+1,130
654
$8K ﹤0.01%
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655
$7K ﹤0.01%
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656
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657
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+263
658
$7K ﹤0.01%
+200
659
$7K ﹤0.01%
+115
660
$7K ﹤0.01%
+600
661
$7K ﹤0.01%
+200
662
$7K ﹤0.01%
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663
$7K ﹤0.01%
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664
$7K ﹤0.01%
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$7K ﹤0.01%
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666
$7K ﹤0.01%
+20
667
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668
$7K ﹤0.01%
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669
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+75
670
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+215
671
$7K ﹤0.01%
+136
672
$7K ﹤0.01%
+158
673
$6K ﹤0.01%
+1,000
674
$6K ﹤0.01%
+135
675
$6K ﹤0.01%
+242