PP
Paloma Partners Portfolio holdings
AUM
$441M
1-Year Return
4.47%
This Quarter Return
+0.29%
1 Year Return
+4.47%
3 Year Return
+8.76%
5 Year Return
+38.26%
10 Year Return
+97.98%
AUM
$454M
AUM Growth
-$3.85M
(-0.84%)
Cap. Flow
-$256M
Cap. Flow
% of AUM
-56.39%
Top 10 Holdings %
Top 10 Hldgs %
52%
Holding
598
New
83
Increased
32
Reduced
39
Closed
192
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$9.23M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$9.13M |
| 3 |
SPDR Gold Trust
GLD
|
$6.14M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$5.76M |
| 5 |
Procter & Gamble
PG
|
$5.17M |
Top Sells
Sector Composition
| 1 | Financials | 3.22% |
| 2 | Healthcare | 2.67% |
| 3 | Consumer Staples | 2.52% |
| 4 | Communication Services | 1.94% |
| 5 | Industrials | 1.81% |
