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
801
$1K ﹤0.01%
+64
802
$1K ﹤0.01%
+50
803
$1K ﹤0.01%
+18
804
$1K ﹤0.01%
+63
805
$1K ﹤0.01%
+83
806
$1K ﹤0.01%
+120
807
$1K ﹤0.01%
+105
808
$1K ﹤0.01%
+33
809
$1K ﹤0.01%
+75
810
$1K ﹤0.01%
+56
811
$1K ﹤0.01%
+9
812
$1K ﹤0.01%
+200
813
$0 ﹤0.01%
+37
814
$0 ﹤0.01%
+14
815
$0 ﹤0.01%
+6
816
$0 ﹤0.01%
+10
817
$0 ﹤0.01%
+3
818
$0 ﹤0.01%
+11
819
$0 ﹤0.01%
+20
820
$0 ﹤0.01%
+3
821
$0 ﹤0.01%
+1
822
– –
0
823
$0 ﹤0.01%
+18
824
$0 ﹤0.01%
+20
825
$0 ﹤0.01%
+266
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