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
$413M
AUM Growth
+$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.91M
3
+$1.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.11M

Top Sells

1
+$1.12M
2
+$1.07M
3
+$503K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$362K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$348K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.59%
17,778
-74
27
$2.41M 0.58%
42,062
+565
28
$2.06M 0.5%
50,359
-906
29
$2.03M 0.49%
17,009
-624
30
$1.8M 0.44%
11,268
31
$1.72M 0.42%
16,873
+2,093
32
$1.49M 0.36%
27,784
+184
33
$1.27M 0.31%
11,236
-145
34
$1.13M 0.27%
12,572
35
$1.12M 0.27%
7,436
+285
36
$1.11M 0.27%
10,184
37
$1.09M 0.26%
31,707
+50
38
$790K 0.19%
10,619
39
$740K 0.18%
13,356
-756
40
$665K 0.16%
5,188
41
$619K 0.15%
2,088
+439
42
$610K 0.15%
12,457
+4,014
43
$608K 0.15%
2,037
+956
44
$570K 0.14%
48,270
-672
45
$543K 0.13%
41,649
46
$478K 0.12%
5,133
+425
47
$472K 0.11%
15,761
+479
48
$441K 0.11%
7,691
49
$411K 0.1%
+39,200
50
$372K 0.09%
7,343
+502
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