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
$125M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.98%
2 Financials 4.09%
3 Healthcare 3.21%
4 Consumer Discretionary 3.13%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$32K 0.03%
958
177
$31.2K 0.03%
511
178
$29.9K 0.02%
122
179
$29.8K 0.02%
415
180
$28.2K 0.02%
+469
181
$28.1K 0.02%
61
182
$27.6K 0.02%
468
183
$26.8K 0.02%
565
-9,109
184
$26.7K 0.02%
579
185
$26.4K 0.02%
292
186
$25.5K 0.02%
314
-80
187
$25.4K 0.02%
252
188
$25.3K 0.02%
90
189
$23.8K 0.02%
500
190
$23.7K 0.02%
334
191
$23.5K 0.02%
310
192
$23.4K 0.02%
1,178
193
$21.9K 0.02%
328
194
$21K 0.02%
175
195
$20.5K 0.02%
84
196
$19.9K 0.02%
496
197
$17.5K 0.01%
169
198
$17.5K 0.01%
130
+1
199
$17.3K 0.01%
400
200
$16.8K 0.01%
118