PAG

Private Advisory Group Portfolio holdings

AUM $1.15B
1-Year Est. Return 33.69%
This Quarter Est. Return
1 Year Est. Return
+33.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.68M
3
+$3.96M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.92M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$3.89M

Top Sells

1
+$4.25M
2
+$4.23M
3
+$4.06M
4
NVDA icon
NVIDIA
NVDA
+$2.57M
5
VFH icon
Vanguard Financials ETF
VFH
+$2.38M

Sector Composition

1 Consumer Discretionary 9.71%
2 Technology 7.59%
3 Industrials 6.16%
4 Consumer Staples 5.02%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
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