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
$413M
AUM Growth
+$7.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.91M
3
+$1.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.11M

Top Sells

1
+$1.12M
2
+$1.07M
3
+$503K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$362K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$348K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$365K 0.09%
+6,536
52
$356K 0.09%
12,920
53
$349K 0.08%
4,329
+1,389
54
$332K 0.08%
7,655
+317
55
$312K 0.08%
1,798
56
$311K 0.08%
10,606
+598
57
$295K 0.07%
2,539
58
$286K 0.07%
+4,392
59
$279K 0.07%
9,615
60
$267K 0.06%
5,177
-319
61
$261K 0.06%
13,890
-714
62
$254K 0.06%
1,319
63
$252K 0.06%
+1,857
64
$248K 0.06%
3,188
65
$242K 0.06%
4,619
66
$224K 0.05%
2,550
+101
67
$215K 0.05%
3,916
-282
68
$204K 0.05%
5,285
-60
69
$201K 0.05%
+1,960
70
– –
-6,141
1 2
3