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
$1.03B
AUM Growth
-$90.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$38.1M
2 +$34.5M
3 +$26M
4
IYW icon
iShares US Technology ETF
IYW
+$18.2M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$13.6M

Sector Composition

1 Financials 0.84%
2 Technology 0.5%
3 Energy 0.3%
4 Communication Services 0.3%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-249,952
152
-327,121