P
Palladiem Portfolio holdings
AUM
$92.6M
1-Year Return
8.39%
This Quarter Return
-4.59%
1 Year Return
+8.39%
3 Year Return
+5.52%
5 Year Return
–
10 Year Return
–
AUM
$63.8M
AUM Growth
-$57.4M
(-47%)
Cap. Flow
-$52.4M
Cap. Flow
% of AUM
-82.19%
Top 10 Holdings %
Top 10 Hldgs %
65.8%
Holding
249
New
1
Increased
9
Reduced
37
Closed
103
Top Buys
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$8.85M |
| 2 |
Vanguard Total Bond Market
BND
|
$6.87M |
| 3 |
Invesco S&P 500 Downside Hedged ETF
PHDG
|
$5.55M |
| 4 |
ProShares Large Cap Core Plus
CSM
|
$3.79M |
| 5 |
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% |
