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
76
$554K 0.05%
4,019
+24
77
$533K 0.05%
10,977
-350
78
$530K 0.05%
19,500
79
$526K 0.05%
9,785
80
$511K 0.05%
36,720
-10,455
81
$510K 0.05%
12,710
82
$507K 0.05%
11,264
-112
83
$498K 0.04%
+4,559
84
$494K 0.04%
8,004
85
$485K 0.04%
3,364
-1,866
86
$481K 0.04%
+4,324
87
$452K 0.04%
7,063
+2,442
88
$432K 0.04%
7,697
89
$426K 0.04%
17,305
-3,094
90
$421K 0.04%
3,775
91
$383K 0.03%
4,115
92
$381K 0.03%
4,409
-2,696
93
$379K 0.03%
13,954
-4,680
94
$373K 0.03%
+2,944
95
$363K 0.03%
5,247
96
$357K 0.03%
6,481
-4,140
97
$355K 0.03%
10,776
98
$353K 0.03%
3,007
+1,245
99
$344K 0.03%
5,540
+198
100
$341K 0.03%
1,651
2 3
4
5 6