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
126
$213K 0.02%
3,130
127
$212K 0.02%
+2,583
128
$212K 0.02%
1,995
-3,445
129
$208K 0.02%
3,733
-369
130
$203K 0.02%
+6,267
131
$186K 0.02%
6,692
132
$180K 0.02%
11,729
+10
133
$143K 0.01%
26,600
134
$140K 0.01%
41,098
+13,804
135
$107K 0.01%
+10,750
136
$86K 0.01%
+10,951
137
$85K 0.01%
10,200
138
$80K 0.01%
19,434
139
$77K 0.01%
+6,364
140
$53K ﹤0.01%
15,000
141
$26K ﹤0.01%
1,579
+270
142
$8K ﹤0.01%
25,000
143
– –
-17,430
144
– –
-17,919
145
– –
-3,505
146
– –
-5,587
147
– –
-673,926
148
– –
-5,010
149
– –
-2,315
150
– –
-8,850
3 4 5
6
7