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 4.5%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
370
827
$3K ﹤0.01%
+60
828
$3K ﹤0.01%
570
829
$3K ﹤0.01%
+450
830
$3K ﹤0.01%
+166
831
$3K ﹤0.01%
+263
832
$3K ﹤0.01%
69
833
$3K ﹤0.01%
+69
834
$3K ﹤0.01%
83
835
$3K ﹤0.01%
107
+2
836
$3K ﹤0.01%
+78
837
$3K ﹤0.01%
+52
838
$3K ﹤0.01%
100
839
$3K ﹤0.01%
100
840
$2K ﹤0.01%
+48
841
$2K ﹤0.01%
37
842
$2K ﹤0.01%
94
843
$2K ﹤0.01%
66
844
$2K ﹤0.01%
+84
845
$2K ﹤0.01%
167
846
$2K ﹤0.01%
74
847
$2K ﹤0.01%
+32
848
$2K ﹤0.01%
39
849
$2K ﹤0.01%
+107
850
$2K ﹤0.01%
+18
32 33
34
35 36