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
$298M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$7.92M
2
+$7M
3
+$3.59M
4
DOW icon
Dow Inc
DOW
+$3.26M
5
PXD
Pioneer Natural Resource Co.
PXD
+$3.26M

Top Sells

1
+$11.4M
2
+$6.42M
3
+$5.93M
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$5.91M
5
WAB icon
Wabtec
WAB
+$5.83M

Sector Composition

1 Technology 30.48%
2 Healthcare 10.55%
3 Consumer Discretionary 10.19%
4 Financials 10.13%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.09%
+12,402
27
$3.22M 1.08%
46,021
+22,117
28
$3.16M 1.06%
17,285
+8,537
29
$3.15M 1.06%
+7,334
30
$3.14M 1.06%
11,138
+5,533
31
$3.1M 1.04%
12,412
+1,332
32
$3.1M 1.04%
15,659
+14,572
33
$2.99M 1%
+57,075
34
$2.98M 1%
5,312
+3,231
35
$2.89M 0.97%
20,606
+13,846
36
$2.85M 0.96%
5,647
-2,216
37
$2.84M 0.95%
30,940
+182
38
$2.8M 0.94%
+38,979
39
$2.78M 0.93%
15,242
+9,494
40
$2.77M 0.93%
7,998
+3,965
41
$2.72M 0.92%
16,295
+8,778
42
$2.68M 0.9%
+8,890
43
$2.66M 0.89%
+26,235
44
$2.59M 0.87%
+4,449
45
$2.56M 0.86%
14,181
+10,932
46
$2.51M 0.84%
21,148
+4,097
47
$2.5M 0.84%
+11,744
48
$2.49M 0.84%
12,584
-4,441
49
$2.46M 0.83%
+17,011
50
$2.43M 0.82%
+13,217
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