PA
Paracle Advisors Portfolio holdings
AUM
$551M
This Quarter Return
+2.74%
1 Year Return
+50.34%
3 Year Return
+30.9%
5 Year Return
+59.38%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+13%)
Cap. Flow
+$20.6M
Cap. Flow
% of AUM
9.55%
Top 10 Holdings %
Top 10 Hldgs %
73.14%
Holding
45
New
14
Increased
15
Reduced
13
Closed
1
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.37M |
| 2 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
$2.22M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.7M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.4M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.39M |
Top Sells
| 1 |
iShares MSCI KLD 400 Social ETF
DSI
|
$478K |
| 2 |
Vanguard Growth ETF
VUG
|
$227K |
| 3 |
iShares Russell 1000 ETF
IWB
|
$120K |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$101K |
| 5 |
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
|
$95.6K |
