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
901
$1K ﹤0.01%
+55
902
$1K ﹤0.01%
10
903
$1K ﹤0.01%
49
904
$1K ﹤0.01%
+39
905
$1K ﹤0.01%
50
906
$1K ﹤0.01%
+42
907
$1K ﹤0.01%
+22
908
$1K ﹤0.01%
+13
909
$1K ﹤0.01%
+5
910
$1K ﹤0.01%
+25
911
$1K ﹤0.01%
50
-33
912
$1K ﹤0.01%
+14
913
$1K ﹤0.01%
61
-119
914
$1K ﹤0.01%
+39
915
$1K ﹤0.01%
+39
916
$1K ﹤0.01%
+78
917
$1K ﹤0.01%
105
918
$1K ﹤0.01%
33
919
$1K ﹤0.01%
+37
920
$1K ﹤0.01%
42
+31
921
$1K ﹤0.01%
+40
922
$1K ﹤0.01%
56
923
$1K ﹤0.01%
+60
924
$1K ﹤0.01%
+18
925
$1K ﹤0.01%
+60
35 36
37
38 39