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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
976
$0 ﹤0.01%
+21
977
$0 ﹤0.01%
+10
978
– –
-7,600
979
– –
-130
980
– –
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981
– –
-29,325
982
$0 ﹤0.01%
+15
983
– –
-47
984
– –
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985
$0 ﹤0.01%
20
986
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-399
987
$0 ﹤0.01%
3
988
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989
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990
$0 ﹤0.01%
1
991
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-36
992
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0
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994
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995
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996
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997
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-1,500
998
– –
-28,930
999
$0 ﹤0.01%
45
1000
– –
-2,000
38 39
40
41 42