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PPL

Paladin Partners, LLC Portfolio holdings

AUM $139M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$15.1M
3 +$12.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.9M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$8.71M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.03%
2 Financials 3.97%
3 Healthcare 2.14%
4 Consumer Staples 0.89%
5 Communication Services 0.87%