PAG
Paladin Advisory Group Portfolio holdings
AUM
$131M
This Quarter Return
-3.33%
1 Year Return
+13.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(-4.9%)
Cap. Flow
-$1.61M
Cap. Flow
% of AUM
-1.36%
Top 10 Holdings %
Top 10 Hldgs %
35.94%
Holding
270
New
3
Increased
28
Reduced
70
Closed
11
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$650K |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$432K |
| 3 |
iShares National Muni Bond ETF
MUB
|
$319K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$209K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$116K |
Top Sells
Sector Composition
| 1 | Technology | 7.84% |
| 2 | Financials | 4.31% |
| 3 | Consumer Discretionary | 3.23% |
| 4 | Healthcare | 3.14% |
| 5 | Communication Services | 2.43% |
