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
$1.49B
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$27M
3
+$25.8M
4
EWA icon
iShares MSCI Australia ETF
EWA
+$19.3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$18.2M

Top Sells

1
+$42.5M
2
+$40M
3
+$34.6M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$21.7M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$20M

Sector Composition

1 Communication Services 0.46%
2 Technology 0.32%
3 Consumer Staples 0.21%
4 Financials 0.21%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$412K 0.03%
2,583
127
$412K 0.03%
7,741
+374
128
$390K 0.03%
4,489
-21
129
$389K 0.03%
10,356
+3,095
130
$387K 0.03%
2,834
+3
131
$374K 0.03%
7,612
-1,490
132
$358K 0.02%
3,466
133
$353K 0.02%
3,820
-60
134
$350K 0.02%
4,712
+50
135
$349K 0.02%
1,767
-93
136
$338K 0.02%
8,227
+981
137
$323K 0.02%
1,719
-39
138
$321K 0.02%
6,707
+867
139
$314K 0.02%
10,989
+953
140
$300K 0.02%
2,077
-279
141
$290K 0.02%
2,378
-75
142
$283K 0.02%
1,584
143
$282K 0.02%
2,202
+1
144
$273K 0.02%
8,006
+1,267
145
$267K 0.02%
+1,914
146
$267K 0.02%
4,969
147
$265K 0.02%
4,384
-11,096
148
$265K 0.02%
+7,826
149
$264K 0.02%
10,959
-8,400
150
$260K 0.02%
3,779
-8
3 4 5
6
7