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
$338M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.19M
3
+$2.74M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.67M
5
ROAM icon
Hartford Multifactor Emerging Markets ETF
ROAM
+$1.39M

Top Sells

1
+$3.38M
2
+$2.29M
3
+$1.84M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M
5
BND icon
Vanguard Total Bond Market
BND
+$1.07M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.39%
21,138
+179
27
$1.23M 0.36%
7,293
-642
28
$1.22M 0.36%
23,466
-313
29
$1.17M 0.34%
21,832
+1,420
30
$1.1M 0.33%
10,185
31
$1.09M 0.32%
7,310
-1,517
32
$1.04M 0.31%
31,575
-1,071
33
$803K 0.24%
11,139
34
$688K 0.2%
+6,526
35
$656K 0.19%
5,188
+269
36
$594K 0.18%
8,738
+709
37
$580K 0.17%
11,498
+2,381
38
$525K 0.16%
45,312
-8,988
39
$509K 0.15%
38,649
40
$455K 0.13%
7,685
41
$411K 0.12%
5,105
-975
42
$357K 0.11%
11,920
43
$355K 0.1%
1,223
+93
44
$308K 0.09%
1,790
+2
45
$286K 0.08%
5,296
-91
46
$277K 0.08%
23,610
+66
47
$262K 0.08%
2,344
-129
48
$258K 0.08%
8,990
+1,755
49
$258K 0.08%
+7,769
50
$247K 0.07%
846
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