P
Palladiem Portfolio holdings
AUM
$92.6M
This Quarter Return
+11.25%
1 Year Return
+8.39%
3 Year Return
+5.52%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.43%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ARK Innovation ETF
ARKK
|
$12.6M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$9.39M |
| 3 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$7.88M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$6.78M |
| 5 |
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% |
