PAG
Paladin Advisory Group Portfolio holdings
AUM
$128M
1-Year Est. Return
15.42%
1 Year Est. Return
+15.42%
AUM
$131M
AUM Growth
+$5.98M
(+4.8%)
Holding
262
Top Buys
| 1 | +$544K | |
| 2 | +$471K | |
| 3 | +$445K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$372K |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$268K |
Top Sells
| 1 | +$2.42M | |
| 2 | +$457K | |
| 3 | +$313K | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$292K |
| 5 |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Whirlpool
WHR
$3.8B
| – | – |
-23
|
|
||
252
Voya Financial
VOYA
$6.84B
| – | – |
-415
|
|
||
253
Veralto
VLTO
$24.5B
| – | – |
-8
|
|
||
254
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| – | – |
-603
|
|
||
255
iShares MSCI USA Quality Factor ETF
QUAL
$53B
| – | – |
-75
|
|
||
256
Q2 Holdings
QTWO
$4.5B
| – | – |
-142
|
|
||
257
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.24B
| – | – |
-835
|
|
||
258
iShares Biotechnology ETF
IBB
$6.31B
| – | – |
-407
|
|
||
259
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.74B
| – | – |
-225
|
|
||
260
Dimensional US High Profitability ETF
DUHP
$9.59B
| – | – |
-395
|
|
||
261
Dimensional US Large Cap Value ETF
DFLV
$4.23B
| – | – |
-2,009
|
|
||
262
Celanese
CE
$4.52B
| – | – |
-778
|
|