PAG
Paladin Advisory Group Portfolio holdings
AUM
$131M
This Quarter Return
+5.74%
1 Year Return
+13.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+5.7%)
Cap. Flow
+$1.2M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
38.06%
Holding
236
New
11
Increased
26
Reduced
41
Closed
1
Top Buys
| 1 |
Broadcom
AVGO
|
$797K |
| 2 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$551K |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$524K |
| 4 |
Invesco QQQ Trust
QQQ
|
$304K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$258K |
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$537K |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$446K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$375K |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$251K |
| 5 |
Alibaba
BABA
|
$212K |
Sector Composition
| 1 | Technology | 9% |
| 2 | Financials | 4.3% |
| 3 | Consumer Discretionary | 3.27% |
| 4 | Communication Services | 2.6% |
| 5 | Industrials | 2.06% |
