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 4.49%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
+4
902
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+47
903
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904
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10
905
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49
906
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907
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50
908
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909
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910
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50
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915
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916
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61
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917
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+39
918
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+78
920
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105
921
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33
922
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20
923
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266
924
$1K ﹤0.01%
+37
925
$1K ﹤0.01%
42
+31
35 36
37
38 39