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
$753M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$68.5M
2
+$67.3M
3
+$64.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$58.1M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$51.8M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 0.38%
2 Energy 0.37%
3 Technology 0.35%
4 Financials 0.23%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.03%
+3,000
77
$214K 0.03%
+7,466
78
$209K 0.03%
+2,795
79
$204K 0.03%
+3,566
80
$183K 0.02%
+5,314
81
$157K 0.02%
+12,206
82
$65K 0.01%
+19,434
1 2 3
4