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 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
51
$204K 0.06%
+7,235