PAG
Paladin Advisory Group Portfolio holdings
AUM
$131M
1-Year Return
13.14%
This Quarter Return
+8.85%
1 Year Return
+13.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$5.98M
(+4.8%)
Cap. Flow
-$3.3M
Cap. Flow
% of AUM
-2.52%
Top 10 Holdings %
Top 10 Hldgs %
38.35%
Holding
262
New
33
Increased
26
Reduced
51
Closed
12
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$2.42M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$457K |
| 3 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$313K |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$292K |
| 5 |
NVIDIA
NVDA
|
$267K |
Sector Composition
| 1 | Technology | 9.47% |
| 2 | Financials | 4.93% |
| 3 | Consumer Discretionary | 3.09% |
| 4 | Communication Services | 2.91% |
| 5 | Industrials | 1.94% |
