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
$1.72B
AUM Growth
+$94.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$24.4M
3
+$19.8M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$8.92M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$6.36M

Top Sells

1
+$27.3M
2
+$26.1M
3
+$22.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$18.4M
5
OIH icon
VanEck Oil Services ETF
OIH
+$6.37M

Sector Composition

1 Financials 1.56%
2 Consumer Staples 0.66%
3 Technology 0.62%
4 Communication Services 0.45%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,043
202
– –
-4,667
203
– –
-1,019
5 6 7 8
9