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
801
$4K ﹤0.01%
+8
802
$4K ﹤0.01%
238
803
$4K ﹤0.01%
121
+1
804
$4K ﹤0.01%
100
805
$4K ﹤0.01%
230
806
$4K ﹤0.01%
95
807
$4K ﹤0.01%
274
808
$4K ﹤0.01%
212
809
$4K ﹤0.01%
2,000
810
$4K ﹤0.01%
100
811
$4K ﹤0.01%
103
812
$4K ﹤0.01%
846
+768
813
$3K ﹤0.01%
100
814
$3K ﹤0.01%
+36
815
$3K ﹤0.01%
+52
816
$3K ﹤0.01%
69
817
$3K ﹤0.01%
+69
818
$3K ﹤0.01%
83
819
$3K ﹤0.01%
107
+2
820
$3K ﹤0.01%
50
821
$3K ﹤0.01%
+78
822
$3K ﹤0.01%
+263
823
$3K ﹤0.01%
280
824
$3K ﹤0.01%
54
+1
825
$3K ﹤0.01%
+36
31 32
33
34 35