PDL

Portfolio Design Labs Portfolio holdings

AUM $485M
AUM
$485M
AUM Growth
-$2.78M
Cap. Flow
+$48.3M
Cap. Flow %
9.97%
Top 10 Hldgs %
34.18%
Holding
244
New
49
Increased
54
Reduced
81
Closed
54

Top Buys

1
$18.9M
2
$7.4M
3
$5.04M
4
$4.29M
5
$4.2M

Top Sells

1
$5.86M
2
$5.06M
3
$4.26M
4
$3.65M
5
$3.56M

Sector Composition

1Technology21.79%
2Financials10.35%
3Healthcare9.9%
4Communication Services9.46%
5Consumer Discretionary8.31%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.26M0.67%115,256 New
+$3.26M
$3.19M0.66%41,368
+37,206
+894%
+$2.87M
$3.17M0.65%38,428 New
+$3.17M
$3.08M0.63%50,421
-215
-0.4%
-$13.1K
$3.04M0.63%25,303
+3,067
+14%
+$369K
$2.95M0.61%12,983
+4,825
+59%
+$1.1M
$2.89M0.6%46,879 New
+$2.89M
$2.84M0.59%47,387 New
+$2.84M
$2.83M0.58%25,708 New
+$2.83M
$2.82M0.58%69,764 New
+$2.82M
$2.77M0.57%65,133
-852
-1%
-$36.2K
$2.77M0.57%76,610
-26,377
-26%
-$952K
$2.69M0.55%16,076
+4,174
+35%
+$698K
$2.68M0.55%19,189 New
+$2.68M
$2.58M0.53%8,436
+5,677
+206%
+$1.73M
$2.53M0.52%35,317
-15,066
-30%
-$1.08M
$2.52M0.52%4,330
+3,784
+693%
+$2.2M
$2.49M0.51%7,374 New
+$2.49M
$2.4M0.5%39,010 New
+$2.4M
$2.3M0.47%55,003
-87,351
-61%
-$3.65M
$2.1M0.43%29,262
-38,896
-57%
-$2.79M
$1.89M0.39%37,036
+292
+0.8%
+$14.9K
$1.85M0.38%51,123 New
+$1.85M
$1.84M0.38%34,918 New
+$1.84M
$1.83M0.38%9,141
-15,324
-63%
-$3.07M
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