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
$852M
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$70.6M
2
+$50.3M
3
+$32.7M
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$28.7M
5
AIVI icon
WisdomTree International AI Enhanced Value Fund
AIVI
+$28M

Top Sells

1
+$81.3M
2
+$74.5M
3
+$49.8M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$35.6M
5
IGV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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135
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-6,148
140
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