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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
$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
926
$1K ﹤0.01%
+47
927
$1K ﹤0.01%
31
-269
928
$1K ﹤0.01%
+36
929
$1K ﹤0.01%
+22
930
$1K ﹤0.01%
+25
931
$1K ﹤0.01%
+25
932
– –
-60
933
– –
-1
934
– –
-300
935
$0 ﹤0.01%
37
936
– –
-880
937
– –
-170
938
– –
-1,933
939
$0 ﹤0.01%
14
940
$0 ﹤0.01%
+27
941
– –
-2,000
942
– –
-103
943
– –
-1,000
944
$0 ﹤0.01%
+7
945
– –
-3,080
946
$0 ﹤0.01%
+70
947
– –
-45
948
– –
-620
949
– –
-100
950
– –
-128
36 37
38
39 40