PA
Paracle Advisors Portfolio holdings
AUM
$551M
This Quarter Return
-0.89%
1 Year Return
+50.34%
3 Year Return
+30.9%
5 Year Return
+59.38%
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.52%
Holding
40
New
40
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$23.2M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$14.6M |
| 3 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$12.6M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$9.34M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$8.66M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.6% |
