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PP

Paloma Partners Portfolio holdings

AUM $177M
1-Year Est. Return 286.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+286.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3B
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,845
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$29.8M
3
+$29.7M
4
AMT icon
American Tower
AMT
+$29M
5
CCI icon
Crown Castle
CCI
+$28.8M

Top Sells

1
+$69.9M
2
+$37.9M
3
+$25.5M
4
CIVI
Civitas Resources
CIVI
+$23.3M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$22.9M

Sector Composition

1 Financials 10.32%
2 Technology 9.79%
3 Real Estate 9.58%
4 Consumer Discretionary 7.56%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
– –
-6,813
1752
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-11,312
1753
– –
-18,700
1754
– –
-52,289
1755
– –
-20,108
1756
– –
-7,678
1757
– –
-15,769
1758
– –
-30,178
1759
– –
-6
1760
– –
-18,872
1761
– –
-1,764
1762
– –
-30,105
1763
– –
-8,427
1764
– –
-74,900
1765
– –
-14,054
1766
– –
-3,502
1767
– –
-14,383
1768
– –
-8,362
1769
– –
-20,209
1770
– –
-60,236
1771
– –
-9,982
1772
– –
-10,507
1773
– –
-14,776
1774
– –
-312,425
1775
– –
-36,200
69 70
71
72 73