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
$1.62B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$41.1M
3
+$37.7M
4
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$35.1M
5
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$32.6M

Top Sells

1
+$43.4M
2
+$26.5M
3
+$25.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$21.5M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$21.3M

Sector Composition

1 Financials 1.72%
2 Consumer Staples 0.81%
3 Technology 0.68%
4 Communication Services 0.46%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.1%
13,374
+7
52
$1.66M 0.1%
25,342
+4,079
53
$1.61M 0.1%
57,396
+6,704
54
$1.6M 0.1%
21,462
-949
55
$1.6M 0.1%
19,471
-382
56
$1.47M 0.09%
11,283
-308
57
$1.43M 0.09%
78,026
+9,648
58
$1.4M 0.09%
91,105
+3,426
59
$1.39M 0.09%
24,413
-764,822
60
$1.24M 0.08%
10,481
-334
61
$1.23M 0.08%
41,468
+2,663
62
$1.23M 0.08%
45,492
+5,382
63
$1.21M 0.07%
33,628
-6,376
64
$1.17M 0.07%
47,314
-533,104
65
$1.14M 0.07%
42,449
+563
66
$1.13M 0.07%
36,018
+3,224
67
$1.11M 0.07%
+24,703
68
$1.09M 0.07%
51,175
-233
69
$1.09M 0.07%
9,771
+240
70
$1.07M 0.07%
5,849
+106
71
$1.07M 0.07%
9,573
+578
72
$1.04M 0.06%
41,208
-6,108
73
$1.03M 0.06%
50,240
+2,438
74
$992K 0.06%
15,678
+1,627
75
$989K 0.06%
24,321
-344
1 2
3
4 5