PDL

Portfolio Design Labs Portfolio holdings

AUM $562M
1-Year Est. Return 20.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.44%
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
+$7.23M
2
+$6.64M
3
+$3.14M
4
DOW icon
Dow Inc
DOW
+$3.11M
5
FDX icon
FedEx
FDX
+$3.1M

Top Sells

1
+$11.4M
2
+$6.08M
3
+$5.93M
4
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$5.9M
5
WAB icon
Wabtec
WAB
+$5.42M

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
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