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%
+250
877
$2K ﹤0.01%
+29
878
$2K ﹤0.01%
+57
879
$2K ﹤0.01%
200
880
$2K ﹤0.01%
+24
881
$2K ﹤0.01%
3
-29
882
$1K ﹤0.01%
+14
883
$1K ﹤0.01%
61
-119
884
$1K ﹤0.01%
+60
885
$1K ﹤0.01%
+36
886
$1K ﹤0.01%
+22
887
$1K ﹤0.01%
20
888
$1K ﹤0.01%
266
889
$1K ﹤0.01%
+47
890
$1K ﹤0.01%
31
-269
891
$1K ﹤0.01%
+22
892
$1K ﹤0.01%
+25
893
$1K ﹤0.01%
+21
894
$1K ﹤0.01%
+300
895
$1K ﹤0.01%
+63
896
$1K ﹤0.01%
+36
897
$1K ﹤0.01%
208
898
$1K ﹤0.01%
331
899
$1K ﹤0.01%
+10
900
$1K ﹤0.01%
22
34 35
36
37 38