P

Palladiem Portfolio holdings

AUM $92.6M
1-Year Est. Return 8.39%
This Quarter Est. Return
1 Year Est. Return
+8.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.8M
AUM Growth
-$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Sells

1 +$8.85M
2 +$6.87M
3 +$5.55M
4
CSM icon
ProShares Large Cap Core Plus
CSM
+$3.79M
5
QAI icon
NYLI Hedge Multi-Strategy Tracker ETF
QAI
+$3.74M

Sector Composition

1 Consumer Staples 1.18%
2 Healthcare 0.69%
3 Consumer Discretionary 0.41%
4 Industrials 0.4%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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