PA

Pineridge Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 8.52%
This Quarter Est. Return
1 Year Est. Return
+8.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$371K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Sells

1 +$6.47M
2 +$5.47M
3 +$5.3M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$5.25M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.46M

Sector Composition

1 Technology 3.9%
2 Consumer Discretionary 0.82%
3 Healthcare 0.74%
4 Consumer Staples 0.6%
5 Financials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$21 ﹤0.01%
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$21 ﹤0.01%
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$14 ﹤0.01%
2
629
$4 ﹤0.01%
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630
$4 ﹤0.01%
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631
$3 ﹤0.01%
+1
632
$3 ﹤0.01%
2
633
$2 ﹤0.01%
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