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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
2051
– –
-30,096
2052
– –
-14,369
2053
– –
-96,936
2054
– –
-385,020
2055
– –
-325,098
2056
– –
-231,999
2057
– –
-502,782
2058
– –
-71,800
2059
– –
-46,705
2060
– –
-12,132
2061
– –
-7,107
2062
– –
-4,577
2063
– –
-9,284
2064
– –
-14,530
2065
– –
-6,196
2066
– –
-3,995
2067
– –
-6,250
2068
– –
-7,627
2069
– –
-24,508
2070
– –
0
2071
– –
-19,900
2072
– –
-49,040
2073
– –
-10,515
2074
– –
-69,506
2075
– –
-36,500
81 82
83
84 85