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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
$2.78B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$21.9M
3
+$20.5M
4
CVNA icon
Carvana
CVNA
+$20.4M
5
ETSY icon
Etsy
ETSY
+$19.6M

Top Sells

1
+$86.8M
2
+$72.6M
3
+$55.7M
4
JPM icon
JPMorgan Chase
JPM
+$49.2M
5
TDOC icon
Teladoc Health
TDOC
+$43.1M

Sector Composition

1 Technology 13.27%
2 Financials 12%
3 Industrials 11.33%
4 Consumer Discretionary 11.21%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-234,060
1827
– –
-5,028
1828
– –
-6,125
1829
– –
-14,688
1830
– –
-70,883
1831
– –
-688
1832
– –
-70,594
1833
– –
-29,861
1834
– –
-74,407
1835
– –
-11,443
1836
– –
-47,089
1837
– –
-7,060
1838
– –
-45,089
1839
– –
-25,710
1840
– –
-697
1841
– –
-50,762
1842
– –
-39,114
1843
– –
-10,917
1844
– –
-43,154
1845
– –
0
1846
– –
-88,928
1847
– –
-4,255
1848
– –
-9,038
1849
– –
-46,204
1850
– –
-71,960
72 73
74
75 76