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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
$862M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.34M
3
+$2.79M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.79M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.74M

Top Sells

1
+$10.4M
2
+$6.77M
3
+$5.96M
4
FCX icon
Freeport-McMoran
FCX
+$5.34M
5
SU icon
Suncor Energy
SU
+$4.95M

Sector Composition

1 Energy 26.27%
2 Financials 8.47%
3 Technology 3.68%
4 Healthcare 3.53%
5 Real Estate 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
57
902
$3K ﹤0.01%
36
903
$3K ﹤0.01%
300
904
$3K ﹤0.01%
69
905
$3K ﹤0.01%
36
-2
906
$3K ﹤0.01%
100
907
$3K ﹤0.01%
200
908
$3K ﹤0.01%
167
909
$3K ﹤0.01%
224
-9
910
$2K ﹤0.01%
46
-23
911
$2K ﹤0.01%
90
912
$2K ﹤0.01%
50
913
$2K ﹤0.01%
42
-3,079
914
$2K ﹤0.01%
25
915
$2K ﹤0.01%
44
916
$2K ﹤0.01%
200
917
$2K ﹤0.01%
+60
918
$2K ﹤0.01%
208
919
$2K ﹤0.01%
48
920
$2K ﹤0.01%
52
-167
921
$2K ﹤0.01%
52
922
$2K ﹤0.01%
10
923
$2K ﹤0.01%
18
924
$2K ﹤0.01%
21
925
$2K ﹤0.01%
8
35 36
37
38 39