PA
Pineridge Advisors Portfolio holdings
AUM
$276M
1-Year Return
8.52%
This Quarter Return
+1.52%
1 Year Return
+8.52%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$293M
AUM Growth
+$8.83M
(+3.1%)
Cap. Flow
+$3M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
74.29%
Holding
686
New
77
Increased
115
Reduced
123
Closed
54
Top Buys
| 1 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$32.2M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$23.2M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$17.2M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$15.9M |
| 5 |
SPDR S&P Regional Banking ETF
KRE
|
+$4.59M |
Top Sells
Sector Composition
| 1 | Technology | 3.24% |
| 2 | Healthcare | 0.67% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Consumer Staples | 0.4% |
| 5 | Financials | 0.39% |
