PA

Paracle Advisors Portfolio holdings

AUM $551M
1-Year Est. Return 50.34%
This Fund
S&P 500
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
+$4.35M
2
+$3.16M
3
+$2.72M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.66M
5
ROAM icon
Hartford Multifactor Emerging Markets ETF
ROAM
+$1.39M

Top Sells

1
+$3.34M
2
+$2.22M
3
+$1.86M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.59M
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
1 2
3