PAG

Pinnacle Advisory Group Portfolio holdings

AUM $2.17B
1-Year Est. Return 39.21%
This Quarter Est. Return
1 Year Est. Return
+39.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$28.7M
3
+$22.3M
4
USDU icon
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
+$19.6M
5
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$19.1M

Top Sells

1
+$51.6M
2
+$23.3M
3
+$23M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$15.1M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$8.25M

Sector Composition

1 Financials 1.15%
2 Technology 0.63%
3 Energy 0.38%
4 Communication Services 0.34%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.95M 0.8%
184,725
-418
27
$8.41M 0.75%
216,570
-79,995
28
$5.83M 0.52%
28,247
-154
29
$5.42M 0.49%
249,952
-49,494
30
$4.46M 0.4%
91,651
+4,521
31
$4.3M 0.38%
34,604
+2,028
32
$2.93M 0.26%
34,481
-89,927
33
$2.85M 0.26%
39,329
+40
34
$2.53M 0.23%
44,001
-90
35
$2.51M 0.23%
82,271
36
$2.32M 0.21%
84,431
37
$2.23M 0.2%
8,157
38
$2.03M 0.18%
23,863
+96
39
$1.63M 0.15%
82,765
-11,375
40
$1.62M 0.15%
14,292
41
$1.5M 0.13%
+56,720
42
$1.48M 0.13%
73,938
-27,306
43
$1.48M 0.13%
11,879
-301
44
$1.33M 0.12%
42,776
+4,284
45
$1.32M 0.12%
34,993
-65
46
$1.22M 0.11%
86,710
47
$1.2M 0.11%
62,185
-11,000
48
$1.06M 0.09%
10,535
-865
49
$1.06M 0.09%
69,890
+34,686
50
$996K 0.09%
22,431
-11,436
1
2
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