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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
2076
– –
-40,004
2077
– –
-10,150
2078
– –
-3,465
2079
– –
-21,605
2080
– –
-11,313
2081
– –
-13,643
2082
– –
-9,636
2083
– –
-193,367
2084
– –
-9,777
2085
– –
-33,900
2086
– –
-123,500
2087
– –
-12,792
2088
– –
-5,408
2089
– –
-3,000
2090
– –
-236,992
2091
– –
0
2092
– –
-24,437
2093
– –
-164,080
2094
– –
-24,803
2095
– –
-78,587
2096
– –
-381
2097
– –
-9,775
2098
– –
-70,881
2099
– –
-31,477
2100
– –
-16,060
82 83
84
85 86