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
$322M
AUM Growth
+$9.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.44M
3
+$1.32M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.25M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$741K

Top Sells

1
+$313K
2
+$123K
3
+$92.9K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$70.7K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$48.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.39%
+23,779
27
$1.24M 0.39%
8,827
+3,005
28
$1.12M 0.35%
32,646
-9,094
29
$1.08M 0.34%
10,185
30
$1.03M 0.32%
20,412
+5,444
31
$779K 0.24%
11,139
-500
32
$706K 0.22%
22,429
+8,982
33
$597K 0.19%
4,919
34
$588K 0.18%
54,300
+90
35
$537K 0.17%
8,029
+2,586
36
$495K 0.15%
6,080
-868
37
$481K 0.15%
38,649
38
$464K 0.14%
9,117
-54
39
$455K 0.14%
7,685
+2
40
$352K 0.11%
11,920
41
$306K 0.1%
1,130
42
$291K 0.09%
5,387
+3
43
$290K 0.09%
+8,126
44
$290K 0.09%
1,788
45
$285K 0.09%
2,473
-45
46
$258K 0.08%
23,544
47
$251K 0.08%
4,861
+242
48
$231K 0.07%
846
-163
49
$226K 0.07%
5,820
50
$204K 0.06%
+3,834
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