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
$1.05B
AUM Growth
-$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$24.1M
3
+$20M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$18.1M
5
IAU icon
iShares Gold Trust
IAU
+$11.9M

Top Sells

1
+$41.9M
2
+$39.2M
3
+$25.7M
4
IYG icon
iShares US Financial Services ETF
IYG
+$25M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$21M

Sector Composition

1 Technology 0.56%
2 Communication Services 0.32%
3 Healthcare 0.28%
4 Utilities 0.25%
5 Energy 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-38,306
2 3 4 5
6