PA
Paracle Advisors Portfolio holdings
AUM
$551M
This Quarter Return
+1.78%
1 Year Return
+50.34%
3 Year Return
+30.9%
5 Year Return
+59.38%
10 Year Return
–
AUM
$190M
AUM Growth
+$190M
(+1.8%)
Cap. Flow
+$75.4K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
76.85%
Holding
44
New
–
Increased
15
Reduced
13
Closed
13
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.46M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.22M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$895K |
| 4 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
$814K |
| 5 |
Vanguard Total Bond Market
BND
|
$603K |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.31M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$863K |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$809K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$719K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$601K |
