PSI
Pinnacle Summer Investments Portfolio holdings
AUM
$678M
This Quarter Return
+0.69%
1 Year Return
-9.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$405M
AUM Growth
–
Cap. Flow
+$405M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.38%
Holding
837
New
837
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$64.2M |
| 2 |
Occidental Petroleum
OXY
|
$9.86M |
| 3 |
McDonald's
MCD
|
$8.04M |
| 4 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$7.87M |
| 5 |
Chevron
CVX
|
$6.59M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 25.87% |
| 2 | Financials | 6.77% |
| 3 | Real Estate | 5.63% |
| 4 | Consumer Discretionary | 5.36% |
| 5 | Technology | 4.68% |
