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
$344M
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$4.98M
3
+$3.1M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$2.82M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.77M

Top Sells

1
+$2.36M
2
+$2.11M
3
+$2.11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.23M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$1.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.08%
1,794
+4
52
$259K 0.08%
5,493
+197
53
$253K 0.07%
+2,539
54
$246K 0.07%
+15,414
55
$234K 0.07%
4,619
56
$231K 0.07%
+3,333
57
$228K 0.07%
6,880
+1,825
58
$223K 0.06%
886
+40
59
$221K 0.06%
+1,319
60
$216K 0.06%
+7,190
61
$214K 0.06%
8,985
-5
62
$211K 0.06%
+8,340
63
$207K 0.06%
+5,057
64
– –
-3,941
1 2
3