PDL

Portfolio Design Labs Portfolio holdings

AUM $606M
1-Year Est. Return 23.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.09M
3 +$842K
4
META icon
Meta Platforms (Facebook)
META
+$683K
5
ROST icon
Ross Stores
ROST
+$654K

Top Sells

1 +$1.49M
2 +$980K
3 +$884K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$878K
5
PPL icon
PPL Corp
PPL
+$661K

Sector Composition

1 Technology 27.2%
2 Financials 9.98%
3 Communication Services 9.08%
4 Consumer Discretionary 7.79%
5 Healthcare 7.63%