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 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
776
$9K ﹤0.01%
80
777
$8K ﹤0.01%
62
778
$8K ﹤0.01%
295
779
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+124
780
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336
+160
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+250
782
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949
783
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817
+325
784
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135
-30
785
$8K ﹤0.01%
489
786
$8K ﹤0.01%
+242
787
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+100
788
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153
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789
$8K ﹤0.01%
667
790
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80
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792
$8K ﹤0.01%
690
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795
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796
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130
797
$7K ﹤0.01%
126
798
$7K ﹤0.01%
44
799
$7K ﹤0.01%
57
800
$7K ﹤0.01%
382