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
$474M
AUM Growth
-$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$2.5M
3
+$1.88M
4
TLGT
Teligent, Inc
TLGT
+$1.76M
5
CNK icon
Cinemark Holdings
CNK
+$1.68M

Top Sells

1
+$16.7M
2
+$8.18M
3
+$7.44M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$6.33M
5
IMKTA icon
Ingles Markets
IMKTA
+$5.56M

Sector Composition

1 Energy 30.08%
2 Financials 12.96%
3 Real Estate 7.46%
4 Consumer Discretionary 4.22%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
63
702
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703
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704
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22
705
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331
706
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26
707
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50
708
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59
-130,696
709
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710
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48
711
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186
712
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29
-6,177
713
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25
714
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715
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10
716
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13
717
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107
+1
718
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18
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719
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720
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13
721
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8
722
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100
723
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78
724
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42
725
$1K ﹤0.01%
66
27 28
29
30 31