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
$369M
AUM Growth
-$60.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.02M
3
+$6.82M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$5.24M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$4.6M

Top Sells

1
+$6.1M
2
+$5.75M
3
+$5.18M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.64M
5
BND icon
Vanguard Total Bond Market
BND
+$4.61M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$601K 0.16%
10,619
52
$548K 0.15%
+2,129
53
$539K 0.15%
+6,637
54
$515K 0.14%
+10,576
55
$515K 0.14%
+10,316
56
$492K 0.13%
+7,838
57
$470K 0.13%
7,338
-5,234
58
$453K 0.12%
15,365
-16,381
59
$444K 0.12%
+7,737
60
$422K 0.11%
+42,400
61
$393K 0.11%
+4,400
62
$388K 0.11%
+9,467
63
$379K 0.1%
+6,628
64
$369K 0.1%
16,917
+837
65
$330K 0.09%
+9,270
66
$322K 0.09%
+11,021
67
$306K 0.08%
13,457
+2,522
68
$306K 0.08%
15,158
+3,978
69
$301K 0.08%
+11,013
70
$280K 0.08%
+5,991
71
$279K 0.08%
+8,438
72
$279K 0.08%
3,404
-13,732
73
$275K 0.07%
+1,856
74
$270K 0.07%
+5,079
75
$250K 0.07%
11,920
-7,363
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3
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