PAG
Paladin Advisory Group Portfolio holdings
AUM
$137M
1-Year Est. Return
18.73%
This Fund
S&P 500
1 Year Est. Return
+18.73%
AUM
$128M
AUM Growth
-$2.69M
(-2.1%)
Holding
258
Top Buys
| 1 | +$3.32M | |
| 2 | +$2.94M | |
| 3 | +$1.23M | |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$1.12M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$458K |
Top Sells
| 1 | +$3.57M | |
| 2 | +$3.31M | |
| 3 | +$2.15M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.25M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
Lockheed Martin
LMT
$149B
| – | – |
-51
|
|
||
252
Lloyds Banking Group
LYG
$73.8B
| – | – |
-291
|
|
||
253
National Grid
NGG
$90.4B
| – | – |
-12
|
|
||
254
NatWest
NWG
$59.6B
| – | – |
-47
|
|
||
255
RELX
RELX
$61.3B
| – | – |
-27
|
|
||
256
Banco Santander
SAN
$156B
| – | – |
-285
|
|
||
257
SAP
SAP
$222B
| – | – |
-8
|
|
||
258
AbbVie
ABBV
$388B
| – | – |
-126
|
|