PDL
Portfolio Design Labs Portfolio holdings
AUM
$606M
1-Year Est. Return
23.21%
This Fund
S&P 500
1 Year Est. Return
+23.21%
AUM
$582M
AUM Growth
+$73.1M
(+14%)
Holding
230
Top Buys
| 1 | +$17.4M | |
| 2 | +$15.9M | |
| 3 | +$15.3M | |
| 4 |
ProShares Ultra S&P500
SSO
|
+$10.7M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$9.33M |
Top Sells
| 1 | +$30.3M | |
| 2 | +$23M | |
| 3 | +$11M | |
| 4 |
Kroger
KR
|
+$4.11M |
| 5 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
+$3.82M |
Sector Composition
| 1 | Technology | 27.59% |
| 2 | Financials | 9.67% |
| 3 | Communication Services | 9.1% |
| 4 | Consumer Discretionary | 7.43% |
| 5 | Healthcare | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Sanofi
SNY
$112B
| – | – |
-4,304
|
|
||
227
Stagwell
STGW
$1.78B
| – | – |
-23,705
|
|
||
228
Wabtec
WAB
$44.5B
| – | – |
-2,870
|
|
||
229
Waste Connections
WCN
$39.9B
| – | – |
-6,247
|
|
||
230
Waste Management
WM
$90.2B
| – | – |
-1,039
|
|