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
776
$5K ﹤0.01%
100
777
$5K ﹤0.01%
+460
778
$5K ﹤0.01%
690
779
$5K ﹤0.01%
46
+12
780
$4K ﹤0.01%
+59
781
$4K ﹤0.01%
125
782
$4K ﹤0.01%
343
783
$4K ﹤0.01%
250
+150
784
$4K ﹤0.01%
+93
785
$4K ﹤0.01%
+75
786
$4K ﹤0.01%
138
787
$4K ﹤0.01%
96
788
$4K ﹤0.01%
+96
789
$4K ﹤0.01%
67
790
$4K ﹤0.01%
176
+16
791
$4K ﹤0.01%
124
-865
792
$4K ﹤0.01%
163
+2
793
$4K ﹤0.01%
+355
794
$4K ﹤0.01%
210
795
$4K ﹤0.01%
+530
796
$4K ﹤0.01%
492
+34
797
$4K ﹤0.01%
14
-142
798
$4K ﹤0.01%
100
799
$4K ﹤0.01%
+153
800
$4K ﹤0.01%
+8
30 31
32
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