PAG

Paladin Advisory Group Portfolio holdings

AUM $128M
1-Year Est. Return 15.42%
This Quarter Est. Return
1 Year Est. Return
+15.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.93M
3
+$4.66M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.38M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$4.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.93%
2 Financials 4.07%
3 Healthcare 3.19%
4 Consumer Discretionary 3.13%
5 Industrials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.71K 0.01%
+33
227
$7.39K 0.01%
+50
228
$7.08K 0.01%
+96
229
$6.84K 0.01%
+75
230
$6.73K 0.01%
+36
231
$6.43K 0.01%
+900
232
$6.3K 0.01%
+28
233
$6.18K 0.01%
+137
234
$5.94K ﹤0.01%
+52
235
$5.79K ﹤0.01%
+112
236
$5.02K ﹤0.01%
+183
237
$4.49K ﹤0.01%
+31
238
$3.73K ﹤0.01%
+19
239
$3.64K ﹤0.01%
+87
240
$3.37K ﹤0.01%
+54
241
$3.36K ﹤0.01%
+80
242
$3.34K ﹤0.01%
+410
243
$3.14K ﹤0.01%
+13
244
$3.04K ﹤0.01%
+23
245
$2.99K ﹤0.01%
+93
246
$2.94K ﹤0.01%
+22
247
$2.87K ﹤0.01%
+102
248
$2.82K ﹤0.01%
+14
249
$2.77K ﹤0.01%
+100
250
$2.75K ﹤0.01%
+4
7 8 9
10
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