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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
1851
– –
-114,251
1852
– –
-64,244
1853
– –
-160,000
1854
– –
-103,037
1855
– –
-2,437
1856
– –
-37,845
1857
– –
-51,385
1858
– –
-23,412
1859
– –
-12,600
1860
– –
-5,316
1861
– –
-13,157
1862
– –
-51,272
1863
– –
-22,026
1864
– –
-3,876
1865
– –
-11,661
1866
– –
-154,643
1867
– –
-39,744
1868
– –
-10,221
1869
– –
-13,423
1870
– –
-114,548
1871
– –
-32,191
1872
– –
-157,899
1873
– –
-72,503
1874
– –
-37,347
1875
– –
-17,419
73 74
75
76 77