PSI

Pinnacle Summer Investments Portfolio holdings

AUM $678M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-9.54%
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
+$33M
2
+$30.2M
3
+$13.4M
4
AAPL icon
Apple
AAPL
+$9.33M
5
XOM icon
Exxon Mobil
XOM
+$8.8M

Top Sells

1
+$8.3M
2
+$1.03M
3
+$889K
4
SPG icon
Simon Property Group
SPG
+$875K
5
AMT icon
American Tower
AMT
+$855K

Sector Composition

1 Energy 27.62%
2 Financials 12.13%
3 Technology 5.5%
4 Communication Services 4.5%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$10K ﹤0.01%
+1,200
677
$10K ﹤0.01%
100
678
$10K ﹤0.01%
75
679
$10K ﹤0.01%
384
+142
680
$10K ﹤0.01%
142
681
$10K ﹤0.01%
+50
682
$10K ﹤0.01%
400
683
$10K ﹤0.01%
55
-290
684
$10K ﹤0.01%
175
685
$10K ﹤0.01%
225
686
$10K ﹤0.01%
1,180
687
$10K ﹤0.01%
+425
688
$10K ﹤0.01%
+113
689
$10K ﹤0.01%
400
690
$10K ﹤0.01%
8,000
691
$10K ﹤0.01%
375
692
$9K ﹤0.01%
283
+90
693
$9K ﹤0.01%
150
694
$9K ﹤0.01%
200
695
$9K ﹤0.01%
172
696
$9K ﹤0.01%
129
+14
697
$9K ﹤0.01%
200
698
$9K ﹤0.01%
480
-756
699
$9K ﹤0.01%
321
700
$9K ﹤0.01%
269
26 27
28
29 30