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

Top Sells

1
+$3.22M
2
+$1.92M
3
+$1.4M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.26M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$1.22M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$303K 0.07%
11,089
-2,368
77
$264K 0.06%
+9,392
78
$263K 0.06%
2,224
79
$250K 0.06%
3,194
-164
80
$247K 0.06%
+1,000
81
$241K 0.06%
+4,346
82
$213K 0.05%
+1,293
83
– –
-9,270
84
– –
-3,404
85
– –
-7,338
86
– –
-5,991
1 2 3
4