We are live on ! Find out more
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
$585M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,100
New
Increased
Reduced
Closed

Top Buys

1 +$8.21M
2 +$6.72M
3 +$4.86M
4
COP icon
ConocoPhillips
COP
+$4.29M
5
JNJ icon
Johnson & Johnson
JNJ
+$3.35M

Top Sells

1 +$6.68M
2 +$1.64M
3 +$1.3M
4
PRKS icon
United Parks & Resorts
PRKS
+$1.29M
5
DEI icon
Douglas Emmett
DEI
+$932K

Sector Composition

1 Energy 25.51%
2 Financials 11.98%
3 Real Estate 6.6%
4 Healthcare 5.99%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VYM icon
676
Vanguard High Dividend Yield ETF
VYM
$78.3B
$15K ﹤0.01%
243
WAT icon
677
Waters Corp
WAT
$34.9B
$15K ﹤0.01%
125
OA
678
DELISTED
Orbital ATK, Inc.
OA
$15K ﹤0.01%
203
+1
AMBA icon
679
Ambarella
AMBA
$3.07B
$14K ﹤0.01%
+240
DXJ icon
680
WisdomTree Japan Hedged Equity Fund
DXJ
$7.26B
$14K ﹤0.01%
288
+55
FCF icon
681
First Commonwealth Financial
FCF
$1.99B
$14K ﹤0.01%
1,566
GDXJ icon
682
VanEck Junior Gold Miners ETF
GDXJ
$7.85B
$14K ﹤0.01%
742
+420
HUN icon
683
Huntsman Corp
HUN
$2.12B
$14K ﹤0.01%
1,000
IOO icon
684
iShares Global 100 ETF
IOO
$8.67B
$14K ﹤0.01%
400
OKE icon
685
Oneok
OKE
$53.6B
$14K ﹤0.01%
+425
ONEQ icon
686
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$14K ﹤0.01%
+800
RSPT icon
687
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.67B
$14K ﹤0.01%
+1,600
SLVP icon
688
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$889M
$14K ﹤0.01%
2,312
STT icon
689
State Street
STT
$46.6B
$14K ﹤0.01%
200
VT icon
690
Vanguard Total World Stock ETF
VT
$75.8B
$14K ﹤0.01%
+250
JCP
691
DELISTED
J.C. Penney Company, Inc.
JCP
$14K ﹤0.01%
1,453
INXX
692
DELISTED
Columbia India Infrastructure ETF
INXX
$14K ﹤0.01%
1,323
-30
CHTR icon
693
Charter Communications
CHTR
$15.5B
$13K ﹤0.01%
+75
SBR
694
Sabine Royalty Trust
SBR
$1.05B
$13K ﹤0.01%
400
SCHF icon
695
Schwab International Equity ETF
SCHF
$67.4B
$13K ﹤0.01%
+930
SYY icon
696
Sysco
SYY
$37.6B
$13K ﹤0.01%
337
VDC icon
697
Vanguard Consumer Staples ETF
VDC
$7.83B
$13K ﹤0.01%
+105
ATVI
698
DELISTED
Activision Blizzard
ATVI
$13K ﹤0.01%
+419
MDD
699
DELISTED
SPDR S&P INTERNATIONAL MID CAP ETF
MDD
$13K ﹤0.01%
+467
EMSO
700
DELISTED
EGSHARES EM STRATEGIC OPPORTUNITIES ETF
EMSO
$13K ﹤0.01%
+702