PAG

Paladin Advisory Group Portfolio holdings

AUM $128M
1-Year Est. Return 15.42%
This Quarter Est. Return
1 Year Est. Return
+15.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.93M
3
+$4.66M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.38M
5
NOBL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$49.3K 0.04%
+1,127
152
$48.8K 0.04%
+633
153
$48.3K 0.04%
+373
154
$47.5K 0.04%
+428
155
$46.8K 0.04%
+807
156
$46.4K 0.04%
+557
157
$46.3K 0.04%
+611
158
$45.8K 0.04%
+1,177
159
$45.6K 0.04%
+348
160
$45.1K 0.04%
+330
161
$42.6K 0.04%
+840
162
$40.2K 0.03%
+580
163
$40.1K 0.03%
+90
164
$39.7K 0.03%
+339
165
$38.3K 0.03%
+200
166
$38K 0.03%
+1,012
167
$38K 0.03%
+245
168
$37.2K 0.03%
+449
169
$35.7K 0.03%
+125
170
$35K 0.03%
+818
171
$34.6K 0.03%
+444
172
$34.6K 0.03%
+468
173
$33.4K 0.03%
+449
174
$33.4K 0.03%
+880
175
$33.1K 0.03%
+885
5 6
7
8 9