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
876
$2K ﹤0.01%
+65
877
$2K ﹤0.01%
20
-81
878
$2K ﹤0.01%
+90
879
$2K ﹤0.01%
+36
880
$2K ﹤0.01%
200
881
$2K ﹤0.01%
+250
882
$1K ﹤0.01%
+22
883
$1K ﹤0.01%
+25
884
$1K ﹤0.01%
+21
885
$1K ﹤0.01%
+300
886
$1K ﹤0.01%
+63
887
$1K ﹤0.01%
+36
888
$1K ﹤0.01%
208
889
$1K ﹤0.01%
331
890
$1K ﹤0.01%
+10
891
$1K ﹤0.01%
22
892
$1K ﹤0.01%
+70
893
$1K ﹤0.01%
10
894
$1K ﹤0.01%
+48
895
$1K ﹤0.01%
+21
896
$1K ﹤0.01%
186
897
$1K ﹤0.01%
+29
898
$1K ﹤0.01%
23
+7
899
$1K ﹤0.01%
+4
900
$1K ﹤0.01%
+47
34 35
36
37 38