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
76
$627K 0.24%
+2,303
77
$614K 0.23%
+2,517
78
$601K 0.23%
+1,168
79
$593K 0.22%
+2,816
80
$589K 0.22%
+4,663
81
$578K 0.22%
+1,275
82
$560K 0.21%
+3,004
83
$547K 0.21%
+5,035
84
$517K 0.2%
+4,900
85
$479K 0.18%
+3,249
86
$476K 0.18%
+18,512
87
$473K 0.18%
+5,936
88
$458K 0.17%
+3,845
89
$457K 0.17%
+6,569
90
$457K 0.17%
+520
91
$431K 0.16%
+2,406
92
$421K 0.16%
+2,646
93
$357K 0.14%
+733
94
$344K 0.13%
+10,632
95
$341K 0.13%
+957
96
$323K 0.12%
+691
97
$313K 0.12%
+7,783
98
$296K 0.11%
+3,660
99
$284K 0.11%
+1,651
100
$277K 0.11%
+1,870
1 2 3
4
5