PP
Paloma Partners Portfolio holdings
AUM
$441M
1-Year Return
4.47%
This Quarter Return
+1.29%
1 Year Return
+4.47%
3 Year Return
+8.76%
5 Year Return
+38.26%
10 Year Return
+97.98%
AUM
$608M
AUM Growth
+$126M
(+26%)
Cap. Flow
-$135M
Cap. Flow
% of AUM
-22.17%
Top 10 Holdings %
Top 10 Hldgs %
51.25%
Holding
511
New
141
Increased
50
Reduced
40
Closed
91
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$29.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$21.9M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$21.3M |
| 4 |
Invesco QQQ Trust
QQQ
|
$18.9M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$11.7M |
Top Sells
Sector Composition
| 1 | Technology | 5.19% |
| 2 | Industrials | 4.16% |
| 3 | Consumer Discretionary | 4.08% |
| 4 | Financials | 3.98% |
| 5 | Energy | 3.49% |
