PAG

Paladin Advisory Group Portfolio holdings

AUM $131M
1-Year Est. Return 19.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$2.94M
3
+$1.23M
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$1.12M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$458K

Top Sells

1
+$3.57M
2
+$3.31M
3
+$2.15M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.25M
5
CB icon
Chubb
CB
+$1.18M

Sector Composition

1 Technology 9.21%
2 Financials 3.38%
3 Communication Services 3.38%
4 Consumer Discretionary 2.63%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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