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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
1876
– –
-289
1877
– –
-18,137
1878
– –
-47,829
1879
– –
-15,976
1880
– –
-259,139
1881
– –
-7,822
1882
– –
-13,215
1883
– –
-10,065
1884
– –
-37,615
1885
– –
-266,260
1886
– –
-76,916
1887
– –
-6,264
1888
– –
-15,462
1889
– –
-2,304
1890
– –
-46,103
1891
– –
-2,363
1892
– –
-62,895
1893
– –
-20,566
1894
– –
-10,722
1895
– –
-44,512
1896
– –
-1,400
1897
– –
-329,904
1898
– –
-182,279
1899
– –
-170,770
1900
– –
-1,908
74 75
76
77 78