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
$324M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$1.26M
3
+$1.14M
4
META icon
Meta Platforms (Facebook)
META
+$539K
5
ELV icon
Elevance Health
ELV
+$535K

Top Sells

1
+$3.26M
2
+$862K
3
+$717K
4
SNPS icon
Synopsys
SNPS
+$668K
5
ISRG icon
Intuitive Surgical
ISRG
+$610K

Sector Composition

1 Technology 32.2%
2 Healthcare 10.54%
3 Communication Services 10.09%
4 Consumer Discretionary 9.75%
5 Financials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.06%
463
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107
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108
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109
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110
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111
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112
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5