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
726
$7K ﹤0.01%
263
727
$7K ﹤0.01%
200
728
$7K ﹤0.01%
600
729
$7K ﹤0.01%
900
730
$7K ﹤0.01%
220
731
$7K ﹤0.01%
+239
732
$7K ﹤0.01%
+42
733
$7K ﹤0.01%
57
734
$7K ﹤0.01%
382
735
$7K ﹤0.01%
+500
736
$7K ﹤0.01%
225
737
$7K ﹤0.01%
122
738
$7K ﹤0.01%
160
-385
739
$7K ﹤0.01%
150
740
$6K ﹤0.01%
62
-4,430
741
$6K ﹤0.01%
153
-3,188
742
$6K ﹤0.01%
+219
743
$6K ﹤0.01%
147
744
$6K ﹤0.01%
80
745
$6K ﹤0.01%
+670
746
$6K ﹤0.01%
+250
747
$6K ﹤0.01%
+130
748
$6K ﹤0.01%
+952
749
$6K ﹤0.01%
126
+26
750
$6K ﹤0.01%
44
28 29
30
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