We are live on ! Find out more
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
$474M
AUM Growth
-$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$2.62M
3
+$1.92M
4
TLGT
Teligent, Inc
TLGT
+$1.89M
5
CNK icon
Cinemark Holdings
CNK
+$1.74M

Top Sells

1
+$17M
2
+$8.18M
3
+$7.44M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.72M
5
IMKTA icon
Ingles Markets
IMKTA
+$5.56M

Sector Composition

1 Energy 30.08%
2 Financials 12.96%
3 Real Estate 7.46%
4 Consumer Discretionary 4.22%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-25
927
$0 ﹤0.01%
17
928
– –
-1,155
929
– –
-1,000
930
– –
-4,125
931
– –
-2,650
932
– –
-23,945
933
– –
-2
934
– –
-105
935
$0 ﹤0.01%
3
936
– –
-668
937
– –
-990
938
– –
-600
939
– –
-366
940
– –
-282
941
$0 ﹤0.01%
1
942
– –
0
943
– –
-4,008
944
– –
-63,911
945
– –
-400
946
– –
-95
947
– –
-2,370
948
– –
-531
949
– –
-6,410
950
– –
-3,955
36 37
38
39 40