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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
876
$2K ﹤0.01%
1,176
-6,188
877
$2K ﹤0.01%
+48
878
$2K ﹤0.01%
+65
879
$2K ﹤0.01%
70
880
$2K ﹤0.01%
104
881
$2K ﹤0.01%
3
-29
882
$1K ﹤0.01%
+21
883
$1K ﹤0.01%
+300
884
$1K ﹤0.01%
+60
885
$1K ﹤0.01%
+36
886
$1K ﹤0.01%
+63
887
$1K ﹤0.01%
208
888
$1K ﹤0.01%
331
889
$1K ﹤0.01%
+10
890
$1K ﹤0.01%
22
891
$1K ﹤0.01%
+70
892
$1K ﹤0.01%
10
893
$1K ﹤0.01%
+48
894
$1K ﹤0.01%
+21
895
$1K ﹤0.01%
186
896
$1K ﹤0.01%
+29
897
$1K ﹤0.01%
23
+7
898
$1K ﹤0.01%
+4
899
$1K ﹤0.01%
+47
900
$1K ﹤0.01%
+55
34 35
36
37 38