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
176
$32.4K 0.03%
+394
177
$32.3K 0.03%
+1,373
178
$32.3K 0.03%
+304
179
$31.3K 0.03%
+958
180
$30.9K 0.03%
+511
181
$30.8K 0.03%
+105
182
$29.7K 0.02%
+415
183
$29.1K 0.02%
+122
184
$28.8K 0.02%
+61
185
$26.2K 0.02%
+579
186
$26.1K 0.02%
+334
187
$25.4K 0.02%
+292
188
$24.9K 0.02%
+328
189
$24.4K 0.02%
+1,178
190
$23.6K 0.02%
+310
191
$23.2K 0.02%
+252
192
$23K 0.02%
+90
193
$21.9K 0.02%
+250
194
$20.5K 0.02%
+129
195
$20.1K 0.02%
+496
196
$18.7K 0.02%
+175
197
$18.2K 0.02%
+84
198
$17.8K 0.01%
+300
199
$17.5K 0.01%
+500
200
$16.8K 0.01%
+169
6 7
8
9 10