PL
Protective Life Portfolio holdings
AUM
$3.53M
1-Year Return
7.36%
This Quarter Return
+0.75%
1 Year Return
+7.36%
3 Year Return
+32.51%
5 Year Return
+7.99%
10 Year Return
–
AUM
$3.53M
AUM Growth
+$26.4K
(+0.75%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Nuveen Preferred & Income Opportunities Fund
JPC
$2.62B
| $3.53M | 100% |
440,000
| – | – |
|