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
$121M
AUM Growth
-$1.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 0.7%
2 Real Estate 0.68%
3 Healthcare 0.39%
4 Consumer Discretionary 0.36%
5 Energy 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$10K 0.01%
199
152
$10K 0.01%
101
153
$10K 0.01%
+551
154
$10K 0.01%
+141
155
$10K 0.01%
479
156
$9K 0.01%
366
157
$9K 0.01%
336
158
$9K 0.01%
+314
159
$9K 0.01%
+419
160
$9K 0.01%
19
161
$9K 0.01%
+242
162
$9K 0.01%
+282
163
$8K 0.01%
+229
164
$8K 0.01%
68
165
$8K 0.01%
+605
166
$8K 0.01%
+203
167
$8K 0.01%
+143
168
$8K 0.01%
+544
169
$8K 0.01%
+77
170
$8K 0.01%
133
171
$8K 0.01%
+186
172
$7K 0.01%
+447
173
$7K 0.01%
+781
174
$7K 0.01%
+174
175
$7K 0.01%
+132