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
676
$6K ﹤0.01%
+900
677
$6K ﹤0.01%
+220
678
$6K ﹤0.01%
+332
679
$6K ﹤0.01%
+100
680
$6K ﹤0.01%
+200
681
0
682
$6K ﹤0.01%
+148
683
$6K ﹤0.01%
+57
684
$6K ﹤0.01%
+130
685
$6K ﹤0.01%
+225
686
$6K ﹤0.01%
+300
687
$6K ﹤0.01%
+150
688
$5K ﹤0.01%
+138
689
$5K ﹤0.01%
+636
690
$5K ﹤0.01%
+103
691
$5K ﹤0.01%
+503
692
$5K ﹤0.01%
+193
693
$5K ﹤0.01%
+147
694
$5K ﹤0.01%
+80
695
$5K ﹤0.01%
+84
696
$5K ﹤0.01%
+200
697
$5K ﹤0.01%
+67
698
$5K ﹤0.01%
+98
699
$5K ﹤0.01%
+100
700
$5K ﹤0.01%
+51