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
$1.34B
AUM Growth
-$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$88.3M
2
+$65.3M
3
+$44.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$32.4M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$12.5M

Top Sells

1
+$78.3M
2
+$49.7M
3
+$30.5M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$20.2M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$15.7M

Sector Composition

1 Financials 1.4%
2 Communication Services 0.4%
3 Healthcare 0.19%
4 Consumer Staples 0.16%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$66K ﹤0.01%
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