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
51
$1.49M 0.56%
+9,095
52
$1.47M 0.56%
+13,064
53
$1.45M 0.55%
+14,506
54
$1.44M 0.55%
+8,748
55
$1.42M 0.54%
+4,033
56
$1.31M 0.5%
+6,554
57
$1.27M 0.48%
+9,655
58
$1.24M 0.47%
+7,517
59
$1.16M 0.44%
+10,653
60
$1.16M 0.44%
+68,099
61
$1.14M 0.43%
+8,912
62
$1.13M 0.43%
+2,081
63
$1.12M 0.43%
+5,935
64
$1.1M 0.42%
+425
65
$1.01M 0.38%
+6,336
66
$932K 0.35%
+20,576
67
$901K 0.34%
+20,845
68
$891K 0.34%
+5,748
69
$871K 0.33%
+3,834
70
$818K 0.31%
+6,430
71
$729K 0.28%
+7,598
72
$689K 0.26%
+6,760
73
$683K 0.26%
+3,370
74
$682K 0.26%
+2,021
75
$653K 0.25%
+3,845
1 2
3
4 5