PDL

Portfolio Design Labs Portfolio holdings

AUM $509M
1-Year Est. Return 16.86%
This Quarter Est. Return
1 Year Est. Return
+16.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$13.8M
3 +$13.6M
4
AMZN icon
Amazon
AMZN
+$9.66M
5
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$9.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.75%
2 Financials 10.88%
3 Healthcare 10.33%
4 Consumer Discretionary 9.03%
5 Communication Services 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.14M 1.19%
+39,042
27
$3.14M 1.19%
+53,203
28
$3.03M 1.15%
+17,756
29
$2.88M 1.09%
+104,199
30
$2.84M 1.08%
+20,151
31
$2.81M 1.06%
+30,758
32
$2.7M 1.02%
+17,171
33
$2.64M 1%
+17,025
34
$2.52M 0.96%
+69,813
35
$2.49M 0.94%
+11,080
36
$2.41M 0.91%
+8,033
37
$2.37M 0.9%
+10,427
38
$2.31M 0.87%
+14,405
39
$2.23M 0.84%
+38,798
40
$2.1M 0.8%
+8,069
41
$1.98M 0.75%
+11,664
42
$1.98M 0.75%
+17,051
43
$1.94M 0.73%
+3,098
44
$1.9M 0.72%
+4,619
45
$1.73M 0.66%
+23,904
46
$1.72M 0.65%
+6,638
47
$1.66M 0.63%
+5,605
48
$1.61M 0.61%
+3,235
49
$1.54M 0.58%
+29,382
50
$1.49M 0.56%
+29,460