PAG
Pinnacle Advisory Group Portfolio holdings
AUM
$2.17B
1-Year Return
39.21%
This Quarter Return
+4.87%
1 Year Return
+39.21%
3 Year Return
+45.76%
5 Year Return
+77.93%
10 Year Return
–
AUM
$2.17B
AUM Growth
+$520M
(+31%)
Cap. Flow
+$459M
Cap. Flow
% of AUM
21.14%
Top 10 Holdings %
Top 10 Hldgs %
39.54%
Holding
260
New
79
Increased
138
Reduced
23
Closed
13
Top Buys
Top Sells
| 1 |
GLDW
SPDR Long Dollar Gold Trust
GLDW
|
$40.5M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$23.3M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$16.6M |
| 4 |
iShares MSCI Switzerland ETF
EWL
|
$14.5M |
| 5 |
iShares US Technology ETF
IYW
|
$13.8M |
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Communication Services | 0.54% |
| 3 | Utilities | 0.52% |
| 4 | Consumer Staples | 0.52% |
| 5 | Financials | 0.32% |
