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
251
$2.72K ﹤0.01%
+52
252
$2.67K ﹤0.01%
+120
253
$2.5K ﹤0.01%
+69
254
$2.48K ﹤0.01%
+61
255
$2.28K ﹤0.01%
+29
256
$2.2K ﹤0.01%
+20
257
$2.13K ﹤0.01%
+35
258
$1.87K ﹤0.01%
+40
259
$1.72K ﹤0.01%
+1,000
260
$1.69K ﹤0.01%
+200
261
$1.42K ﹤0.01%
+38
262
$1.4K ﹤0.01%
+56
263
$1.13K ﹤0.01%
+11
264
$804 ﹤0.01%
+10
265
$311 ﹤0.01%
+123
266
– –
0
267
– –
0
268
– –
0
7 8 9 10
11