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
$358M
AUM Growth
+$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$7.01M
3
+$3.97M
4
PEP icon
PepsiCo
PEP
+$3.09M
5
EA icon
Electronic Arts
EA
+$3.03M

Top Sells

1
+$8.66M
2
+$3.28M
3
+$2.99M
4
INTU icon
Intuit
INTU
+$2.92M
5
ZTS icon
Zoetis
ZTS
+$2.61M

Sector Composition

1 Technology 27.74%
2 Communication Services 10.57%
3 Healthcare 10.15%
4 Financials 9.65%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$750K 0.21%
4,567
-13,269
102
$735K 0.21%
1,680
-6,832
103
$625K 0.17%
3,260
-11,476
104
$622K 0.17%
2,156
-5,447
105
$551K 0.15%
887
-4,707
106
$519K 0.14%
1,875
-7,505
107
$511K 0.14%
6,660
-26,280
108
$458K 0.13%
2,345
-13,365
109
$444K 0.12%
7,743
-31,448
110
$444K 0.12%
1,748
-198
111
$434K 0.12%
15,526
-492
112
$415K 0.12%
468
+228
113
$387K 0.11%
123
-94
114
$366K 0.1%
+1,436
115
$356K 0.1%
+2,222
116
$319K 0.09%
1,946
-14,659
117
$317K 0.09%
302
+26
118
$313K 0.09%
2,072
-12,437
119
$312K 0.09%
9,362
-68,100
120
$303K 0.08%
+3,459
121
$292K 0.08%
19,840
122
$290K 0.08%
3,666
123
$281K 0.08%
1,696
+129
124
$275K 0.08%
+1,050
125
$260K 0.07%
+1,177
2 3 4
5
6