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
51
$2.43M 0.82%
8,895
-1,532
52
$2.42M 0.81%
39,554
-13,649
53
$2.4M 0.81%
37,996
-21,700
54
$2.32M 0.78%
+13,084
55
$2.29M 0.77%
+30,375
56
$2.28M 0.77%
+14,262
57
$2.24M 0.75%
+13,226
58
$2.21M 0.74%
+19,415
59
$2.17M 0.73%
10,809
-855
60
$2.12M 0.71%
+20,283
61
$2.1M 0.71%
+22,911
62
$2.07M 0.7%
+35,776
63
$2.06M 0.69%
+69,029
64
$2.03M 0.68%
+35,456
65
$2.03M 0.68%
+15,911
66
$1.99M 0.67%
+3,844
67
$1.89M 0.63%
+66,650
68
$1.88M 0.63%
+25,395
69
$1.87M 0.63%
+3,480
70
$1.85M 0.62%
6,544
-94
71
$1.84M 0.62%
+7,500
72
$1.82M 0.61%
+7,294
73
$1.78M 0.6%
+48,011
74
$1.75M 0.59%
+9,243
75
$1.75M 0.59%
+40,624
1 2
3
4 5