PAM

Pagoda Asset Management Portfolio holdings

AUM $239M
1-Year Est. Return 33.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$324M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$24.8M
2 +$24.1M
3 +$17.3M
4
CCL icon
Carnival Corp
CCL
+$13.6M
5
EBAY icon
eBay
EBAY
+$12M

Top Sells

1 +$41.5M
2 +$20.3M
3 +$18.1M
4
DIS icon
Walt Disney
DIS
+$16.3M
5
CAR icon
Avis
CAR
+$11.8M

Sector Composition

1 Communication Services 49.7%
2 Consumer Discretionary 39.31%
3 Technology 10.99%
4 Industrials 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-94,167
27
-50,033