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
$358M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$7.01M
3
+$3.97M
4
PEP icon
PepsiCo
PEP
+$3.09M
5
EA icon
Electronic Arts
EA
+$3.03M

Top Sells

1
+$8.66M
2
+$3.28M
3
+$2.99M
4
INTU icon
Intuit
INTU
+$2.92M
5
ZTS icon
Zoetis
ZTS
+$2.61M

Sector Composition

1 Technology 27.74%
2 Communication Services 10.57%
3 Healthcare 10.15%
4 Financials 9.65%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.28M 0.92%
18,159
-675
27
$3.21M 0.9%
16,250
-1,624
28
$3.18M 0.89%
56,314
+16,428
29
$3.18M 0.89%
6,107
+1,275
30
$3.09M 0.86%
+18,156
31
$3.03M 0.84%
+21,097
32
$2.9M 0.81%
31,605
+336
33
$2.87M 0.8%
+22,010
34
$2.86M 0.8%
15,923
-1,339
35
$2.81M 0.78%
5,047
-862
36
$2.79M 0.78%
7,887
-1,548
37
$2.79M 0.78%
+97,578
38
$2.48M 0.69%
5,202
+4,081
39
$2.46M 0.69%
+11,887
40
$2.39M 0.67%
33,316
-9,878
41
$2.34M 0.65%
22,335
-1,839
42
$2.31M 0.65%
+69,899
43
$2.31M 0.64%
2,430
+1,844
44
$2.25M 0.63%
+30,412
45
$2.23M 0.62%
+5,512
46
$2.19M 0.61%
+13,544
47
$2.14M 0.6%
+24,440
48
$2.13M 0.59%
4,579
+2,526
49
$2.12M 0.59%
7,549
-5,836
50
$2.12M 0.59%
18,560
-4,663
1
2
3 4 5