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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
$862M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.34M
3
+$2.79M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.79M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.74M

Top Sells

1
+$10.4M
2
+$6.77M
3
+$5.96M
4
FCX icon
Freeport-McMoran
FCX
+$5.34M
5
SU icon
Suncor Energy
SU
+$4.95M

Sector Composition

1 Energy 26.27%
2 Financials 8.47%
3 Technology 3.68%
4 Healthcare 3.53%
5 Real Estate 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$13K ﹤0.01%
900
727
$13K ﹤0.01%
1,600
728
$13K ﹤0.01%
+175
729
$12K ﹤0.01%
482
730
$12K ﹤0.01%
366
731
$12K ﹤0.01%
105
732
$12K ﹤0.01%
2,401
+1,019
733
$12K ﹤0.01%
135
+42
734
$12K ﹤0.01%
+500
735
$12K ﹤0.01%
1,569
736
$12K ﹤0.01%
500
737
$12K ﹤0.01%
200
738
$12K ﹤0.01%
75
739
$12K ﹤0.01%
375
+325
740
$12K ﹤0.01%
988
741
$12K ﹤0.01%
712
742
$12K ﹤0.01%
600
743
$11K ﹤0.01%
325
744
$11K ﹤0.01%
400
745
$11K ﹤0.01%
165
746
$11K ﹤0.01%
200
747
$11K ﹤0.01%
354
748
$11K ﹤0.01%
+110
749
$11K ﹤0.01%
82
750
$11K ﹤0.01%
1,100
28 29
30
31 32