P
Palladiem Portfolio holdings
AUM
$92.6M
This Quarter Return
+1.65%
1 Year Return
+8.39%
3 Year Return
+5.52%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(+7.3%)
Cap. Flow
+$7.24M
Cap. Flow
% of AUM
6.32%
Top 10 Holdings %
Top 10 Hldgs %
70.43%
Holding
67
New
9
Increased
9
Reduced
25
Closed
12
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$13.8M |
| 2 |
Schwab International Equity ETF
SCHF
|
$9.08M |
| 3 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
$8.01M |
| 4 |
Amplify Online Retail ETF
IBUY
|
$2.85M |
| 5 |
First Trust Cloud Computing ETF
SKYY
|
$2.57M |
Top Sells
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$6.78M |
| 2 |
ARK Innovation ETF
ARKK
|
$5.41M |
| 3 |
Xtrackers S&P 500 ESG ETF
SNPE
|
$5.3M |
| 4 |
Xtrackers Russell US Multifactor ETF
DEUS
|
$3.85M |
| 5 |
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
|
$3.32M |
Sector Composition
| 1 | Technology | 2.51% |
| 2 | Financials | 1.32% |
| 3 | Consumer Discretionary | 1.25% |
| 4 | Communication Services | 0.99% |
| 5 | Healthcare | 0.87% |
