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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
926
$2K ﹤0.01%
53
927
$2K ﹤0.01%
13
928
$2K ﹤0.01%
48
929
$2K ﹤0.01%
52
930
$2K ﹤0.01%
76
931
$2K ﹤0.01%
+494
932
$2K ﹤0.01%
450
933
$2K ﹤0.01%
65
934
$2K ﹤0.01%
22
935
$2K ﹤0.01%
70
936
$2K ﹤0.01%
104
937
$2K ﹤0.01%
140
938
$2K ﹤0.01%
570
939
$2K ﹤0.01%
78
940
$2K ﹤0.01%
36
-126
941
$2K ﹤0.01%
86
942
$2K ﹤0.01%
57
943
$2K ﹤0.01%
+280
944
$1K ﹤0.01%
50
945
$1K ﹤0.01%
48
946
$1K ﹤0.01%
39
947
$1K ﹤0.01%
60
948
$1K ﹤0.01%
63
949
$1K ﹤0.01%
36
950
$1K ﹤0.01%
26
36 37
38
39 40