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
51
$237K 0.07%
4,619
-242
52
$215K 0.06%
3,941
+107
53
$203K 0.06%
5,055
-765