PA
Paracle Advisors Portfolio holdings
AUM
$551M
This Quarter Return
+2.04%
1 Year Return
+50.34%
3 Year Return
+30.9%
5 Year Return
+59.38%
10 Year Return
–
AUM
$405M
AUM Growth
+$405M
(+5.5%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
2.78%
Top 10 Holdings %
Top 10 Hldgs %
67.88%
Holding
65
New
2
Increased
22
Reduced
25
Closed
–
Top Buys
| 1 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$2.78M |
| 2 |
Hartford Multifactor US Equity ETF
ROUS
|
$2.34M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.96M |
| 4 |
WisdomTree US MidCap Dividend Fund
DON
|
$1.92M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.9M |
