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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
976
$1K ﹤0.01%
186
977
$1K ﹤0.01%
160
978
$1K ﹤0.01%
29
979
$1K ﹤0.01%
14
980
$1K ﹤0.01%
25
-500
981
$1K ﹤0.01%
24
982
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+10
983
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13
984
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5
985
$1K ﹤0.01%
105
+2
986
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1
-49
987
$1K ﹤0.01%
120
988
$1K ﹤0.01%
100
989
$1K ﹤0.01%
79
+14
990
$1K ﹤0.01%
255
991
$1K ﹤0.01%
120
992
$1K ﹤0.01%
331
993
$1K ﹤0.01%
70
994
$1K ﹤0.01%
8
995
$1K ﹤0.01%
78
996
$1K ﹤0.01%
16
997
$1K ﹤0.01%
66
998
$1K ﹤0.01%
100
999
$1K ﹤0.01%
6
1000
$1K ﹤0.01%
184
-525
38 39
40
41 42