PAG
Paladin Advisory Group Portfolio holdings
AUM
$131M
This Quarter Return
+0.62%
1 Year Return
+13.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(-3.7%)
Cap. Flow
-$2.01M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
36.82%
Holding
241
New
6
Increased
20
Reduced
51
Closed
5
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$2.67M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$694K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$298K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$248K |
| 5 |
Vanguard Total Bond Market
BND
|
$232K |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$4.42M |
| 2 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$660K |
| 3 |
Alibaba
BABA
|
$438K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$237K |
| 5 |
NVIDIA
NVDA
|
$157K |
Sector Composition
| 1 | Technology | 9.76% |
| 2 | Financials | 4.63% |
| 3 | Consumer Discretionary | 3.14% |
| 4 | Communication Services | 2.98% |
| 5 | Industrials | 2.05% |
