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
651
$12K ﹤0.01%
+300
652
$12K ﹤0.01%
180
+1
653
$11K ﹤0.01%
243
+28
654
$11K ﹤0.01%
+466
655
$11K ﹤0.01%
692
656
$11K ﹤0.01%
165
657
$11K ﹤0.01%
403
658
$11K ﹤0.01%
+432
659
$11K ﹤0.01%
258
660
$11K ﹤0.01%
+418
661
$11K ﹤0.01%
244
-169
662
$11K ﹤0.01%
+1,100
663
$11K ﹤0.01%
200
-600
664
$11K ﹤0.01%
712
665
$11K ﹤0.01%
105
666
$11K ﹤0.01%
415
667
$11K ﹤0.01%
+528
668
$11K ﹤0.01%
366
669
$11K ﹤0.01%
1,000
670
$11K ﹤0.01%
200
671
$11K ﹤0.01%
+360
672
$11K ﹤0.01%
800
673
$10K ﹤0.01%
94
674
$10K ﹤0.01%
+1,200
675
$10K ﹤0.01%
100
25 26
27
28 29