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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
1901
– –
-57,264
1902
– –
-2,966
1903
– –
-50,250
1904
– –
0
1905
– –
-33
1906
– –
-20,048
1907
– –
-13,864
1908
– –
-224,635
1909
– –
-26,465
1910
– –
-40,880
1911
– –
-26,202
1912
– –
-32,855
1913
– –
-2,962
1914
– –
-6,718
1915
– –
-11,515
1916
– –
-37,901
1917
– –
-5,463
1918
– –
-14,387
1919
– –
-14,473
1920
– –
-130,650
1921
– –
-39,366
1922
– –
-29,105
1923
– –
-23,193
1924
– –
-103,721
1925
– –
-16,156
75 76
77
78 79