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
$405M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$9.86M
3
+$8.04M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$7.87M
5
CVX icon
Chevron
CVX
+$6.59M

Top Sells

No sells this quarter

Sector Composition

1 Energy 25.87%
2 Financials 6.77%
3 Real Estate 5.63%
4 Consumer Discretionary 5.36%
5 Technology 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
+140
777
$2K ﹤0.01%
+200
778
$2K ﹤0.01%
+1,944
779
$2K ﹤0.01%
+200
780
$2K ﹤0.01%
+280
781
$2K ﹤0.01%
+100
782
$2K ﹤0.01%
+83
783
$2K ﹤0.01%
+37
784
$2K ﹤0.01%
+39
785
$2K ﹤0.01%
+100
786
$2K ﹤0.01%
+100
787
$2K ﹤0.01%
+70
788
$2K ﹤0.01%
+37
789
$2K ﹤0.01%
+94
790
$1K ﹤0.01%
+60
791
$1K ﹤0.01%
+208
792
$1K ﹤0.01%
+331
793
$1K ﹤0.01%
+100
794
$1K ﹤0.01%
+167
795
$1K ﹤0.01%
+22
796
$1K ﹤0.01%
+186
797
$1K ﹤0.01%
+16
798
$1K ﹤0.01%
+10
799
$1K ﹤0.01%
+203
800
$1K ﹤0.01%
+49
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