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
51
$984K 0.09%
24,284
-1,499
52
$976K 0.09%
15,349
+8
53
$950K 0.09%
30,381
-339
54
$938K 0.08%
23,082
-798
55
$805K 0.07%
16,339
+9,318
56
$805K 0.07%
+4,256
57
$802K 0.07%
+7,533
58
$789K 0.07%
35,307
-5,220
59
$778K 0.07%
43,275
60
$736K 0.07%
9,114
61
$734K 0.07%
27,554
-50,366
62
$714K 0.06%
79,437
-2,595
63
$712K 0.06%
6,460
64
$709K 0.06%
21,361
-691,930
65
$694K 0.06%
27,210
66
$684K 0.06%
15,592
-139,184
67
$671K 0.06%
6,502
+102
68
$654K 0.06%
6,451
+3,416
69
$650K 0.06%
20,882
-3,855
70
$640K 0.06%
4,005
-285
71
$632K 0.06%
4,122
-1,113
72
$629K 0.06%
8,881
+28
73
$599K 0.05%
5,707
+923
74
$572K 0.05%
4,815
-174
75
$557K 0.05%
38,712
+17,108
1 2
3
4 5