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
101
$272K 0.1%
+943
102
$271K 0.1%
+1,796
103
$270K 0.1%
+863
104
$252K 0.1%
+19,840
105
$251K 0.1%
+3,323
106
$251K 0.09%
+9,249
107
$241K 0.09%
+3,080
108
$238K 0.09%
+7,421
109
$216K 0.08%
+1,087