PAG
Paladin Advisory Group Portfolio holdings
AUM
$131M
This Quarter Return
+9.93%
1 Year Return
+13.14%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+2.1%)
Cap. Flow
-$8.58M
Cap. Flow
% of AUM
-7.08%
Top 10 Holdings %
Top 10 Hldgs %
38.36%
Holding
262
New
3
Increased
17
Reduced
77
Closed
34
Top Buys
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.09M |
| 2 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$1.34M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.32M |
| 4 |
Merck
MRK
|
$1.03M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$909K |
Sector Composition
| 1 | Technology | 8.47% |
| 2 | Financials | 4.12% |
| 3 | Consumer Discretionary | 3.37% |
| 4 | Communication Services | 2.54% |
| 5 | Industrials | 2.07% |
