PAG

Paladin Advisory Group Portfolio holdings

AUM $137M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$471K
3
+$445K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$372K
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$268K

Top Sells

1
+$2.42M
2
+$457K
3
+$313K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$292K
5
NVDA icon
NVIDIA
NVDA
+$267K

Sector Composition

1 Technology 9.47%
2 Financials 4.93%
3 Consumer Discretionary 3.09%
4 Communication Services 2.91%
5 Industrials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
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