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
$429M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$2.48M
3 +$2.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.27M
5
BND icon
Vanguard Total Bond Market
BND
+$1.19M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$696K 0.16%
11,175
+556
52
$688K 0.16%
21,556
+6,191
53
$659K 0.15%
+7,610
54
$648K 0.15%
+12,813
55
$624K 0.15%
10,578
+2
56
$586K 0.14%
7,838
57
$576K 0.13%
9,472
-10,776
58
$558K 0.13%
9,219
+4,140
59
$550K 0.13%
23,186
+11,266
60
$541K 0.13%
7,737
61
$538K 0.13%
42,400
62
$500K 0.12%
9,683
-633
63
$475K 0.11%
12,211
+1,190
64
$460K 0.11%
6,628
65
$450K 0.1%
18,760
+3,602
66
$426K 0.1%
4,459
-2,178
67
$410K 0.1%
4,400
68
$409K 0.1%
8,605
-862
69
$408K 0.1%
+14,528
70
$370K 0.09%
13,943
-2,974
71
$355K 0.08%
11,079
+66
72
$343K 0.08%
1,908
+52
73
$326K 0.08%
5,941
+725
74
$304K 0.07%
12,135
+115
75
$303K 0.07%
7,434
-1,004