PA

Paracle Advisors Portfolio holdings

AUM $551M
1-Year Est. Return 50.34%
This Quarter Est. Return
1 Year Est. Return
+50.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$14.6M
3
+$12.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.34M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.66M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$369K 0.29%
+4,851
27
$332K 0.26%
+2,849
28
$327K 0.26%
+7,188
29
$302K 0.24%
+7,628
30
$294K 0.23%
+5,762
31
$277K 0.22%
+1,400
32
$269K 0.21%
+4,207
33
$258K 0.2%
+5,303
34
$247K 0.2%
+5,939
35
$242K 0.19%
+4,619
36
$238K 0.19%
+1,209
37
$219K 0.17%
+2,168
38
$214K 0.17%
+8,725
39
$210K 0.17%
+10,709
40
$78K 0.06%
+2,466
1
2