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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
$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
751
$6K ﹤0.01%
+250
752
$6K ﹤0.01%
126
+26
753
$6K ﹤0.01%
44
754
$6K ﹤0.01%
204
+93
755
$6K ﹤0.01%
+210
756
$5K ﹤0.01%
138
757
$5K ﹤0.01%
121
+42
758
$5K ﹤0.01%
166
-1,039
759
$5K ﹤0.01%
100
760
$5K ﹤0.01%
108
-108
761
$5K ﹤0.01%
51
762
$5K ﹤0.01%
69
-500
763
$5K ﹤0.01%
+320
764
$5K ﹤0.01%
20
765
$5K ﹤0.01%
+460
766
$5K ﹤0.01%
690
767
$5K ﹤0.01%
46
+12
768
$5K ﹤0.01%
636
769
$5K ﹤0.01%
49
770
$5K ﹤0.01%
227
-174
771
$5K ﹤0.01%
96
772
$5K ﹤0.01%
503
773
$5K ﹤0.01%
208
774
$5K ﹤0.01%
134
+52
775
$5K ﹤0.01%
98
29 30
31
32 33