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
$1.62B
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$41.1M
3
+$37.7M
4
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$35.1M
5
DBJP icon
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
+$32.6M

Top Sells

1
+$43.4M
2
+$26.5M
3
+$25.4M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$21.5M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$21.3M

Sector Composition

1 Financials 1.72%
2 Consumer Staples 0.81%
3 Technology 0.68%
4 Communication Services 0.46%
5 Energy 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$338K 0.02%
29,885
+2,250
152
$336K 0.02%
12,517
+192
153
$330K 0.02%
9,742
-2,863
154
$328K 0.02%
1,921
-358
155
$328K 0.02%
4,667
+63
156
$325K 0.02%
8,219
-570
157
$324K 0.02%
6,632
-128
158
$310K 0.02%
4,929
-124
159
$307K 0.02%
5,816
+5
160
$303K 0.02%
7,963
-973
161
$301K 0.02%
11,565
+470
162
$296K 0.02%
16,371
163
$294K 0.02%
5,675
-1,347
164
$278K 0.02%
6,181
-446
165
$276K 0.02%
18,510
+1,680
166
$273K 0.02%
4,800
-74
167
$271K 0.02%
6,466
168
$270K 0.02%
4,414
+107
169
$267K 0.02%
10,435
-3,309
170
$248K 0.02%
9,504
-66
171
$243K 0.02%
1,085
172
$240K 0.01%
+9,005
173
$239K 0.01%
2,715
174
$231K 0.01%
1,650
175
$230K 0.01%
8,892
4 5 6
7
8