PAG
Paladin Advisory Group Portfolio holdings
AUM
$131M
This Quarter Return
+5.13%
1 Year Return
+13.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+3.7%)
Cap. Flow
-$971K
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
35.13%
Holding
270
New
5
Increased
42
Reduced
28
Closed
3
Top Buys
| 1 |
iShares US Treasury Bond ETF
GOVT
|
$3.32M |
| 2 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$1.53M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$405K |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$253K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$129K |
Top Sells
Sector Composition
| 1 | Technology | 7.98% |
| 2 | Financials | 4.09% |
| 3 | Healthcare | 3.21% |
| 4 | Consumer Discretionary | 3.13% |
| 5 | Industrials | 2.26% |
