PDL
Portfolio Design Labs Portfolio holdings
AUM
$582M
1-Year Est. Return
20.81%
1 Year Est. Return
+20.81%
AUM
$509M
AUM Growth
+$24.6M
(+5.1%)
Holding
209
Top Buys
| 1 | +$45.8M | |
| 2 | +$34.7M | |
| 3 | +$22.6M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$15.6M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$11.8M |
Top Sells
| 1 | +$18.3M | |
| 2 | +$12.8M | |
| 3 | +$7.57M | |
| 4 |
Microsoft
MSFT
|
+$7.55M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$7.15M |
Sector Composition
| 1 | Technology | 15.86% |
| 2 | Healthcare | 8.81% |
| 3 | Communication Services | 8.06% |
| 4 | Consumer Staples | 6.95% |
| 5 | Financials | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Tradeweb Markets
TW
$23.4B
| – | – |
-1,779
|
|
||
202
Texas Instruments
TXN
$145B
| – | – |
-2,108
|
|
||
203
United Airlines
UAL
$30.8B
| – | – |
-9,192
|
|
||
204
Union Pacific
UNP
$132B
| – | – |
-917
|
|
||
205
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| – | – |
-37,036
|
|
||
206
Vulcan Materials
VMC
$37.1B
| – | – |
-3,309
|
|
||
207
Vertiv
VRT
$65.4B
| – | – |
-13,359
|
|
||
208
Wyndham Hotels & Resorts
WH
$5.45B
| – | – |
-17,915
|
|
||
209
Willis Towers Watson
WTW
$30.8B
| – | – |
-7,374
|
|