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
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$9.39M
3 +$7.88M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$6.78M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.31%
2 Healthcare 1.54%
3 Financials 1.38%
4 Consumer Discretionary 1.18%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$247K 0.23%
+1,054
52
$234K 0.22%
+4,264
53
$223K 0.21%
+1,900
54
$209K 0.2%
+939
55
$206K 0.19%
+958
56
$205K 0.19%
+1,029
57
$196K 0.18%
+20,768
58
$164K 0.15%
+10,953