PAG
Paladin Advisory Group Portfolio holdings
AUM
$131M
This Quarter Return
+5.98%
1 Year Return
+13.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.28%
Holding
269
New
265
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$6.35M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.93M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$4.66M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.38M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$4.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.93% |
| 2 | Financials | 4.07% |
| 3 | Healthcare | 3.19% |
| 4 | Consumer Discretionary | 3.13% |
| 5 | Industrials | 2.23% |
