P
Palladiem Portfolio holdings
AUM
$92.6M
This Quarter Return
+2.81%
1 Year Return
+8.39%
3 Year Return
+5.52%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+0.51%)
Cap. Flow
-$348K
Cap. Flow
% of AUM
-0.28%
Top 10 Holdings %
Top 10 Hldgs %
66.43%
Holding
67
New
8
Increased
11
Reduced
5
Closed
4
Top Buys
| 1 |
KraneShares Global Carbon Strategy ETF
KRBN
|
$6.52M |
| 2 |
Amplify Online Retail ETF
IBUY
|
$643K |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$629K |
| 4 |
ARK Innovation ETF
ARKK
|
$349K |
| 5 |
Schwab International Equity ETF
SCHF
|
$329K |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$9.99M |
| 2 |
PayPal
PYPL
|
$274K |
| 3 |
Medtronic
MDT
|
$238K |
| 4 |
iShares MSCI Brazil ETF
EWZ
|
$203K |
| 5 |
First Trust Global Wind Energy ETF
FAN
|
$201K |
Sector Composition
| 1 | Technology | 3.27% |
| 2 | Healthcare | 1.55% |
| 3 | Consumer Discretionary | 1.26% |
| 4 | Financials | 1.25% |
| 5 | Communication Services | 1.14% |
