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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
$813M
AUM Growth
-$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,163
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$7.32M
3
+$6.77M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.79M
5
NADL
North Atlantic Drilling Ltd
NADL
+$4.57M

Top Sells

1
+$17.6M
2
+$3.18M
3
+$2.51M
4
MAIN icon
Main Street Capital
MAIN
+$2.48M
5
KKR icon
KKR & Co
KKR
+$2.42M

Sector Composition

1 Energy 23.71%
2 Financials 9.07%
3 Healthcare 4.63%
4 Real Estate 4.5%
5 Technology 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
62
952
$2K ﹤0.01%
149
-12
953
$2K ﹤0.01%
+82
954
$2K ﹤0.01%
37
-697
955
$2K ﹤0.01%
48
956
$2K ﹤0.01%
100
-1,650
957
$2K ﹤0.01%
42
958
$2K ﹤0.01%
70
959
$2K ﹤0.01%
100
960
$2K ﹤0.01%
37
961
$2K ﹤0.01%
140
962
$2K ﹤0.01%
1
-86
963
$2K ﹤0.01%
44
964
$2K ﹤0.01%
+25
965
$2K ﹤0.01%
25
-199
966
$2K ﹤0.01%
42
-18
967
$2K ﹤0.01%
3
-46
968
$1K ﹤0.01%
60
969
$1K ﹤0.01%
33
970
$1K ﹤0.01%
27
+1
971
$1K ﹤0.01%
167
972
$1K ﹤0.01%
27
-85
973
$1K ﹤0.01%
10
974
$1K ﹤0.01%
48
975
$1K ﹤0.01%
311
37 38
39
40 41