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
826
$3K ﹤0.01%
36
827
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+34
828
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37
829
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+57
830
$3K ﹤0.01%
50
-660
831
$3K ﹤0.01%
200
832
$3K ﹤0.01%
370
833
$3K ﹤0.01%
+60
834
$3K ﹤0.01%
100
835
$3K ﹤0.01%
570
836
$3K ﹤0.01%
+450
837
$3K ﹤0.01%
+166
838
$3K ﹤0.01%
100
839
$3K ﹤0.01%
50
840
$2K ﹤0.01%
+90
841
$2K ﹤0.01%
+200
842
$2K ﹤0.01%
+48
843
$2K ﹤0.01%
37
844
$2K ﹤0.01%
94
845
$2K ﹤0.01%
66
846
$2K ﹤0.01%
+84
847
$2K ﹤0.01%
167
848
$2K ﹤0.01%
74
849
$2K ﹤0.01%
+32
850
$2K ﹤0.01%
39
32 33
34
35 36