PAG
Pinnacle Advisory Group Portfolio holdings
AUM
$2.17B
1-Year Return
39.21%
This Quarter Return
-1.17%
1 Year Return
+39.21%
3 Year Return
+45.76%
5 Year Return
+77.93%
10 Year Return
–
AUM
$1.68B
AUM Growth
-$34.3M
(-2%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
58.11%
Holding
210
New
12
Increased
67
Reduced
96
Closed
22
Top Buys
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$84.3M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$52.2M |
| 3 |
abrdn Physical Gold Shares ETF
SGOL
|
$49M |
| 4 |
iShares Gold Trust
IAU
|
$29.9M |
| 5 |
iShares US Technology ETF
IYW
|
$26.7M |
Top Sells
Sector Composition
| 1 | Financials | 1.38% |
| 2 | Technology | 0.64% |
| 3 | Consumer Staples | 0.58% |
| 4 | Communication Services | 0.4% |
| 5 | Healthcare | 0.19% |
