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
826
$0 ﹤0.01%
+11
827
$0 ﹤0.01%
+45
828
$0 ﹤0.01%
+34
829
$0 ﹤0.01%
+1
830
$0 ﹤0.01%
+130
831
$0 ﹤0.01%
+50
832
$0 ﹤0.01%
+25
833
$0 ﹤0.01%
+78
834
$0 ﹤0.01%
+325