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 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
76
$247K 0.07%
+5,216
77
$239K 0.06%
+12,020
78
$234K 0.06%
+3,358
79
$201K 0.05%
+2,224