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
$1.44B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$49.2M
3
+$40.5M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$36.8M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$33.2M

Top Sells

1
+$51.1M
2
+$38.4M
3
+$27.4M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$21.3M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$11.4M

Sector Composition

1 Communication Services 0.5%
2 Technology 0.34%
3 Consumer Staples 0.24%
4 Financials 0.15%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$447K 0.03%
9,991
-118
127
$404K 0.03%
9,301
+521
128
$401K 0.03%
+7,769
129
$397K 0.03%
2,667
-12
130
$385K 0.03%
6,991
-69
131
$380K 0.03%
4,084
-880
132
$372K 0.03%
13,438
133
$366K 0.03%
1,997
+71
134
$365K 0.03%
1,981
-14
135
$361K 0.03%
2,726
-98
136
$359K 0.02%
10,667
+378
137
$337K 0.02%
4,562
-30
138
$331K 0.02%
6,375
-241
139
$331K 0.02%
6,094
+667
140
$330K 0.02%
7,305
+523
141
$322K 0.02%
8,431
+142
142
$308K 0.02%
5,459
-805
143
$306K 0.02%
4,712
144
$294K 0.02%
2,378
145
$292K 0.02%
1,510
146
$277K 0.02%
3,779
147
$274K 0.02%
1,426
-239
148
$273K 0.02%
3,466
149
$272K 0.02%
2,583
150
$270K 0.02%
11,483
3 4 5
6
7