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PP

Palladium Partners Portfolio holdings

AUM $2.28B
1-Year Est. Return 12.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.66M
3
+$1.86M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.62M
5
MAS icon
Masco
MAS
+$1.22M

Top Sells

1
+$4.63M
2
+$4.04M
3
+$1.5M
4
BT
BT Group plc (ADR)
BT
+$893K
5
AVT icon
Avnet
AVT
+$622K

Sector Composition

1 Healthcare 11.96%
2 Technology 11.71%
3 Financials 11.48%
4 Industrials 9.36%
5 Consumer Staples 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$557K 0.05%
3,500
177
$557K 0.05%
8,534
178
$553K 0.05%
54,306
+4,929
179
$553K 0.05%
21,224
-988
180
$536K 0.05%
14,960
-150
181
$533K 0.05%
8,090
-785
182
$529K 0.05%
6,558
+763
183
$519K 0.05%
15,719
+1,469
184
$519K 0.05%
4,454
+159
185
$518K 0.05%
4,299
+693
186
$506K 0.04%
+7,003
187
$502K 0.04%
10,283
+4,595
188
$482K 0.04%
+15,671
189
$482K 0.04%
18,040
-1,062
190
$480K 0.04%
494
191
$470K 0.04%
17,850
-5,000
192
$462K 0.04%
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193
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1,550
194
$443K 0.04%
10,192
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195
$418K 0.04%
13,156
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196
$396K 0.03%
17,125
-675
197
$395K 0.03%
15,814
-686
198
$385K 0.03%
10,557
199
$375K 0.03%
15,577
200
$357K 0.03%
2,925
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