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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
2401
– –
-7,692
2402
– –
-15,609
2403
– –
-5,046
2404
– –
-7,166
2405
– –
-22,366
2406
– –
-112,966
2407
– –
-40,861
2408
– –
-17,394
2409
– –
-47,361
2410
– –
-22,096
2411
– –
-58
2412
– –
-72,638
2413
– –
-14,492
2414
– –
-12,200
2415
– –
-23,692
2416
– –
-16,968
2417
– –
-23,314
2418
– –
-33,212
2419
– –
-47,429
2420
– –
-17,600
2421
– –
-8,491
2422
– –
-752
93 94 95 96
97