PA
Paracle Advisors Portfolio holdings
AUM
$551M
This Quarter Return
+6.4%
1 Year Return
+50.34%
3 Year Return
+30.9%
5 Year Return
+59.38%
10 Year Return
–
AUM
$463M
AUM Growth
+$463M
(+7.9%)
Cap. Flow
+$7.19M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
59%
Holding
87
New
5
Increased
27
Reduced
33
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.44M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.53M |
| 3 |
Avantis US Equity ETF
AVUS
|
$1.08M |
| 4 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$886K |
| 5 |
Hartford Multifactor Emerging Markets ETF
ROAM
|
$734K |
Top Sells
| 1 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$641K |
| 2 |
Invesco S&P MidCap 400 Pure Growth ETF
RFG
|
$616K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$551K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$287K |
| 5 |
Vanguard Growth ETF
VUG
|
$280K |
