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
$136M
AUM Growth
+$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Sells

1 +$537K
2 +$446K
3 +$375K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$251K
5
BABA icon
Alibaba
BABA
+$212K

Sector Composition

1 Technology 9%
2 Financials 4.3%
3 Consumer Discretionary 3.27%
4 Communication Services 2.6%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$29.2K 0.02%
362
177
$29K 0.02%
252
178
$25.9K 0.02%
+621
179
$25.4K 0.02%
500
180
$24.7K 0.02%
+122
181
$24.7K 0.02%
+891
182
$22.7K 0.02%
334
183
$22.5K 0.02%
468
184
$21.4K 0.02%
126
185
$19.9K 0.01%
74
186
$18.8K 0.01%
49
187
$17.9K 0.01%
300
188
$17.8K 0.01%
169
189
$17.4K 0.01%
286
190
$17K 0.01%
4,387
191
$15.4K 0.01%
435
192
$14.6K 0.01%
108
193
$13.9K 0.01%
57
194
$13.5K 0.01%
+395
195
$13.4K 0.01%
+75
196
$13.4K 0.01%
254
197
$11.9K 0.01%
132
198
$10.3K 0.01%
900
199
$10.2K 0.01%
400
200
$10.2K 0.01%
178