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
76
$1.39M 0.1%
51,805
-462
77
$1.34M 0.09%
46,299
-1,266
78
$1.31M 0.09%
30,420
+2,065
79
$1.31M 0.09%
82,910
-1,351
80
$1.3M 0.09%
25,578
-1,334
81
$1.28M 0.09%
52,544
+704
82
$1.25M 0.09%
32,352
83
$1.24M 0.09%
36,590
+423
84
$1.22M 0.08%
3,960
-503
85
$1.11M 0.08%
5,444
-506
86
$1.08M 0.07%
12,000
87
$1.04M 0.07%
48,773
-1,380
88
$1.01M 0.07%
13,037
+1,179
89
$1.01M 0.07%
25,450
-864
90
$966K 0.07%
36,057
-734
91
$948K 0.07%
19,909
-1,023
92
$926K 0.06%
8,474
-442
93
$898K 0.06%
+6,001
94
$887K 0.06%
10,870
-708
95
$876K 0.06%
11,156
-386
96
$852K 0.06%
7,459
-99
97
$845K 0.06%
9,254
-8
98
$803K 0.06%
5,711
+61
99
$792K 0.06%
20,620
+197
100
$766K 0.05%
24,815
-178
2 3
4
5 6