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
201
$16.3K 0.01%
+118
202
$16.1K 0.01%
+126
203
$15.3K 0.01%
+286
204
$14.5K 0.01%
+4,387
205
$13.7K 0.01%
+170
206
$13.4K 0.01%
+266
207
$12.7K 0.01%
+400
208
$12.5K 0.01%
+150
209
$12.5K 0.01%
+56
210
$12K 0.01%
+400
211
$11.5K 0.01%
+20
212
$11.5K 0.01%
+191
213
$11.2K 0.01%
+282
214
$11.1K 0.01%
+57
215
$11K 0.01%
+132
216
$10.5K 0.01%
+68
217
$9.62K 0.01%
+100
218
$9.36K 0.01%
+61
219
$8.86K 0.01%
+145
220
$8.84K 0.01%
+478
221
$8.61K 0.01%
+104
222
$8.33K 0.01%
+418
223
$8.31K 0.01%
+87
224
$8.26K 0.01%
+130
225
$8.05K 0.01%
+39
7 8
9
10 11