PAG
Pinnacle Advisory Group Portfolio holdings
AUM
$2.17B
1-Year Return
39.21%
This Quarter Return
+3.41%
1 Year Return
+39.21%
3 Year Return
+45.76%
5 Year Return
+77.93%
10 Year Return
–
AUM
$852M
AUM Growth
-$151M
(-15%)
Cap. Flow
-$179M
Cap. Flow
% of AUM
-20.96%
Top 10 Holdings %
Top 10 Hldgs %
66.36%
Holding
142
New
36
Increased
37
Reduced
31
Closed
21
Top Buys
Top Sells
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$81.3M |
| 2 |
iShare MSCI Eurozone ETF
EZU
|
$74.5M |
| 3 |
Vanguard Health Care ETF
VHT
|
$49.8M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$35.6M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$35.1M |
Sector Composition
| 1 | Energy | 0.55% |
| 2 | Healthcare | 0.41% |
| 3 | Financials | 0.41% |
| 4 | Industrials | 0.41% |
| 5 | Technology | 0.37% |
