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
$128M
AUM Growth
+$1.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.63%
2 Financials 4.04%
3 Consumer Discretionary 3.37%
4 Communication Services 3.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$44.4K 0.03%
444
152
$42.7K 0.03%
1,018
-102
153
$42.1K 0.03%
125
154
$40.9K 0.03%
449
155
$38.9K 0.03%
420
156
$35K 0.03%
449
157
$33.6K 0.03%
511
158
$33.6K 0.03%
880
159
$33.5K 0.03%
353
160
$33.4K 0.03%
574
161
$32.7K 0.03%
598
162
$31.7K 0.02%
84
163
$31.6K 0.02%
292
164
$29.5K 0.02%
415
165
$29.4K 0.02%
90
166
$28.5K 0.02%
61
167
$28.4K 0.02%
400
168
$28.3K 0.02%
572
169
$27.1K 0.02%
+337
170
$26.8K 0.02%
252
171
$25.2K 0.02%
126
172
$24.5K 0.02%
362
173
$23.5K 0.02%
468
174
$23.5K 0.02%
500
175
$20.3K 0.02%
175