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
$1B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$74.5M
3
+$48.2M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$35.6M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$29.6M

Top Sells

1
+$112M
2
+$44.3M
3
+$37.3M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$33.7M
5
ITB icon
iShares US Home Construction ETF
ITB
+$26M

Sector Composition

1 Financials 1.28%
2 Energy 0.33%
3 Technology 0.29%
4 Industrials 0.26%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.03%
10,690
+49
77
$309K 0.03%
3,442
+302
78
$305K 0.03%
+2,612
79
$299K 0.03%
6,275
+1,014
80
$292K 0.03%
7,488
81
$269K 0.03%
6,840
+30
82
$269K 0.03%
+5,900
83
$268K 0.03%
15,603
+1,477
84
$268K 0.03%
17,430
85
$268K 0.03%
3,261
+261
86
$263K 0.03%
+6,148
87
$260K 0.03%
2,839
88
$246K 0.02%
5,375
89
$242K 0.02%
3,033
+290
90
$238K 0.02%
2,456
91
$237K 0.02%
6,692
92
$235K 0.02%
6,914
-121
93
$232K 0.02%
+6,387
94
$215K 0.02%
+2,572
95
$214K 0.02%
+5,930
96
$212K 0.02%
4,621
-1,222
97
$210K 0.02%
+2,654
98
$206K 0.02%
+5,322
99
$202K 0.02%
+1,877
100
$201K 0.02%
+3,645
1 2 3
4
5