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
$369M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.02M
3
+$6.82M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$5.24M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.6M

Top Sells

1
+$6.1M
2
+$5.75M
3
+$5.18M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.64M
5
BND icon
Vanguard Total Bond Market
BND
+$4.61M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.79%
32,076
-2,886
27
$2.72M 0.74%
34,816
+15,155
28
$2.71M 0.73%
62,721
-84,870
29
$2.63M 0.71%
77,116
+26,697
30
$2.49M 0.67%
21,746
-9,080
31
$2.4M 0.65%
48,012
-4,785
32
$2.19M 0.59%
53,998
-8,568
33
$2.15M 0.58%
+18,330
34
$2.07M 0.56%
17,456
-251
35
$2.02M 0.55%
22,632
-1,137
36
$1.86M 0.5%
+132,495
37
$1.68M 0.45%
11,153
-115
38
$1.23M 0.33%
10,673
+516
39
$1.19M 0.32%
+14,445
40
$1.17M 0.32%
+27,834
41
$1.08M 0.29%
20,248
-30,319
42
$1.05M 0.28%
+22,798
43
$1.04M 0.28%
+11,768
44
$1.01M 0.27%
10,662
+478
45
$893K 0.24%
16,888
-14,440
46
$822K 0.22%
+6,378
47
$807K 0.22%
+3,124
48
$696K 0.19%
68,019
+8,220
49
$686K 0.19%
67,230
+6,198
50
$613K 0.17%
+6,183
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