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
101
$340K 0.03%
3,244
+16
102
$330K 0.03%
8,512
103
$325K 0.03%
12,520
104
$323K 0.03%
8,935
-725
105
$315K 0.03%
2,595
106
$315K 0.03%
6,471
+887
107
$303K 0.03%
11,019
-1,019
108
$303K 0.03%
18,809
+6,505
109
$279K 0.03%
1,860
+2
110
$279K 0.03%
10,185
-249
111
$276K 0.02%
2,456
112
$276K 0.02%
54,400
113
$274K 0.02%
6,848
+783
114
$265K 0.02%
7,488
115
$263K 0.02%
3,163
-437
116
$261K 0.02%
3,343
117
$260K 0.02%
10,871
+3
118
$245K 0.02%
3,124
+100
119
$242K 0.02%
3,000
120
$241K 0.02%
4,823
-310
121
$239K 0.02%
2,839
122
$237K 0.02%
2,484
-77
123
$232K 0.02%
4,760
-114
124
$223K 0.02%
5,815
125
$217K 0.02%
4,906
+198
3 4
5
6 7