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
$1.44B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$49.2M
3
+$40.5M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$36.8M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$33.2M

Top Sells

1
+$51.1M
2
+$38.4M
3
+$27.4M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$21.3M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$11.4M

Sector Composition

1 Communication Services 0.5%
2 Technology 0.34%
3 Consumer Staples 0.24%
4 Financials 0.15%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.77M 0.19%
39,140
52
$2.67M 0.19%
37,620
+40
53
$2.65M 0.18%
52,558
+5,703
54
$2.63M 0.18%
9,295
+716
55
$2.6M 0.18%
97,957
+5,243
56
$2.54M 0.18%
18,885
-1,062
57
$2.47M 0.17%
78,897
+1,251
58
$2.32M 0.16%
89,798
-1,978,058
59
$2.3M 0.16%
27,540
-398
60
$2.25M 0.16%
24,700
+1,132
61
$2.23M 0.15%
79,616
+2,841
62
$2.22M 0.15%
60,634
-309,477
63
$2.15M 0.15%
21,127
+1,450
64
$2.13M 0.15%
+58,920
65
$2.09M 0.15%
71,144
+472
66
$2.09M 0.15%
+83,829
67
$1.81M 0.13%
15,709
-544
68
$1.72M 0.12%
71,114
+1,964
69
$1.68M 0.12%
140,131
-3,223
70
$1.64M 0.11%
89,647
+7,713
71
$1.62M 0.11%
23,290
-2,100
72
$1.61M 0.11%
91,496
+7,588
73
$1.59M 0.11%
27,759
-2,758
74
$1.54M 0.11%
+128,610
75
$1.5M 0.1%
33,872
-2,515
1 2
3
4 5